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Markets on Edge: Fed Holds, Trump Moves, Rates Shift

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Manage episode 482269294 series 3341576
Content provided by Kevin Peranio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Peranio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

📉 The Fed held steady—and that silence? It spoke volumes. No rate cuts, no bold moves. Just a wait-and-see stance on inflation, especially from tariffs.
🇺🇸 Meanwhile, Trump didn’t stay quiet. He came back with a trade deal with the UK—$10B in Boeing orders, beef exports, and more. It gave the market some certainty… and mortgage rates felt it.
📊 The 10-year Treasury dipped from 4.35% to around 4.24%—right in that window I flagged earlier. But it bounced right back to 4.37% after the trade deal news.
🤝 Global politics, trade wars, Fed policy—it’s all connected. These shifts in money flow impact housing, mortgage rates, and your bottom line.
💬 Not a financial advisor—but I am here to spark ideas and help you follow the money.
Here’s a breakdown of what’s inside:
00:00 – CRA Bill in California, Cinco de Mayo recap, and live from the Mortgage Innovator Conference.
02:00 – Fed in wait mode: no rate cuts, no panic.
04:00 – Trump’s tariffs + trade deal with UK.
06:00 – Market response: rates drop, then bounce.
08:00 – Earnings reports, Warren Buffett steps down, S&P plays.
12:00 – Scott Bessent’s 3-legged economic outlook.
14:00 – Oil, inflation, and rent realities.
17:00 – AI at the conference + VC/PE investment insights.
22:00 – Housing market momentum, millennial buying power, and tapable equity.
👉 Stay informed and follow the flow of money: : https://linktr.ee/kptalksdollarsandsense
#FedHold #InterestRates #MortgageRates #Trump #TradeDeal #UKDeal #Tariffs #10YearTreasury #StockMarket #HousingMarket #EconomicTrends #FinancialLiteracy #MortgageIndustry #KPTalks #KPTalksDollarsAndSense #AI #InvestmentInsights #MarketMoves #CRA

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 482269294 series 3341576
Content provided by Kevin Peranio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Peranio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

📉 The Fed held steady—and that silence? It spoke volumes. No rate cuts, no bold moves. Just a wait-and-see stance on inflation, especially from tariffs.
🇺🇸 Meanwhile, Trump didn’t stay quiet. He came back with a trade deal with the UK—$10B in Boeing orders, beef exports, and more. It gave the market some certainty… and mortgage rates felt it.
📊 The 10-year Treasury dipped from 4.35% to around 4.24%—right in that window I flagged earlier. But it bounced right back to 4.37% after the trade deal news.
🤝 Global politics, trade wars, Fed policy—it’s all connected. These shifts in money flow impact housing, mortgage rates, and your bottom line.
💬 Not a financial advisor—but I am here to spark ideas and help you follow the money.
Here’s a breakdown of what’s inside:
00:00 – CRA Bill in California, Cinco de Mayo recap, and live from the Mortgage Innovator Conference.
02:00 – Fed in wait mode: no rate cuts, no panic.
04:00 – Trump’s tariffs + trade deal with UK.
06:00 – Market response: rates drop, then bounce.
08:00 – Earnings reports, Warren Buffett steps down, S&P plays.
12:00 – Scott Bessent’s 3-legged economic outlook.
14:00 – Oil, inflation, and rent realities.
17:00 – AI at the conference + VC/PE investment insights.
22:00 – Housing market momentum, millennial buying power, and tapable equity.
👉 Stay informed and follow the flow of money: : https://linktr.ee/kptalksdollarsandsense
#FedHold #InterestRates #MortgageRates #Trump #TradeDeal #UKDeal #Tariffs #10YearTreasury #StockMarket #HousingMarket #EconomicTrends #FinancialLiteracy #MortgageIndustry #KPTalks #KPTalksDollarsAndSense #AI #InvestmentInsights #MarketMoves #CRA

  continue reading

173 episodes

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