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Geopolitics Hit — What It Means for Your Rates
Certainty Over Chaos: Markets, Money Flow, and Why Preparation Wins
Coming to you from Corona, California and Park City, KP breaks down a volatile week where headlines screamed chaos—but markets told a very different story. From geopolitical shocks to jobs week, this episode cuts through the noise to explain how money actually moves, why rates improved, and what stability really means for housing, mortgages, and the broader economy.
KP walks through why dire predictions around stocks and oil fell flat, how bond markets reacted instead to manufacturing data and labor softness, and why certainty—not fear—drives liquidity. Along the way, he connects global events to domestic outcomes: mortgage rates, homebuyer behavior, FHA strength, and the evolving labor market.
This episode goes deep into the mechanics behind the headlines—bond yields, Fed expectations, jobs data distortions, housing inflation, insurance trends, and why preparation beats prediction every time.
Episode Highlights:
00:00 – Live from Corona, CA: markets, headlines, and why predictions missed
2:00 – Venezuela, geopolitical shocks & what markets actually care about
4:10 – Flight to safety, bond yields & why rates improved
6:00 – ISM manufacturing, weak sectors & bond-friendly data
8:30 – Lessons from military-level preparation: “We rehearse so we can’t get it wrong”
10:45 – Jobs week preview: JOLTS, jobless claims & the BLS report
13:00 – Fed expectations, rate cuts & where policy stands
15:10 – Housing update: first-time buyers, down payments & affordability
18:20 – FHA strength, reserves & potential MIP relief
21:30 – Labor market cracks: multiple jobholders & underemployment
24:10 – Insurance trends, remodeling boom & housing supply dynamics
27:40 – Productivity, AI, automation & the future of work
31:30 – Why stability, certainty & preparation matter heading into 2026
The takeaway?
Markets don’t reward panic—they reward discipline, data, and preparation.
Rehearse your process. Stay grounded. And make sure you can’t get it wrong.
Stay focused. Stay data-driven. Stay ready.
Follow for more updates: https://linktr.ee/kptalksdollarsandsense
#Economy #Markets #FederalReserve #MortgageRates #HousingMarket #JobsReport #Inflation #Liquidity #FinancePodcast #KPTalksDollarsAndSense
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By Kevin PeranioCertainty Over Chaos: Markets, Money Flow, and Why Preparation Wins
Coming to you from Corona, California and Park City, KP breaks down a volatile week where headlines screamed chaos—but markets told a very different story. From geopolitical shocks to jobs week, this episode cuts through the noise to explain how money actually moves, why rates improved, and what stability really means for housing, mortgages, and the broader economy.
KP walks through why dire predictions around stocks and oil fell flat, how bond markets reacted instead to manufacturing data and labor softness, and why certainty—not fear—drives liquidity. Along the way, he connects global events to domestic outcomes: mortgage rates, homebuyer behavior, FHA strength, and the evolving labor market.
This episode goes deep into the mechanics behind the headlines—bond yields, Fed expectations, jobs data distortions, housing inflation, insurance trends, and why preparation beats prediction every time.
Episode Highlights:
00:00 – Live from Corona, CA: markets, headlines, and why predictions missed
2:00 – Venezuela, geopolitical shocks & what markets actually care about
4:10 – Flight to safety, bond yields & why rates improved
6:00 – ISM manufacturing, weak sectors & bond-friendly data
8:30 – Lessons from military-level preparation: “We rehearse so we can’t get it wrong”
10:45 – Jobs week preview: JOLTS, jobless claims & the BLS report
13:00 – Fed expectations, rate cuts & where policy stands
15:10 – Housing update: first-time buyers, down payments & affordability
18:20 – FHA strength, reserves & potential MIP relief
21:30 – Labor market cracks: multiple jobholders & underemployment
24:10 – Insurance trends, remodeling boom & housing supply dynamics
27:40 – Productivity, AI, automation & the future of work
31:30 – Why stability, certainty & preparation matter heading into 2026
The takeaway?
Markets don’t reward panic—they reward discipline, data, and preparation.
Rehearse your process. Stay grounded. And make sure you can’t get it wrong.
Stay focused. Stay data-driven. Stay ready.
Follow for more updates: https://linktr.ee/kptalksdollarsandsense
#Economy #Markets #FederalReserve #MortgageRates #HousingMarket #JobsReport #Inflation #Liquidity #FinancePodcast #KPTalksDollarsAndSense