AI, Oil Prices, and Mortgage Rates

About this episode

This episode discusses the factors influencing inflation and interest rates, emphasizing the role of productivity.

Productivity, AI, and the Flow of Money: Why Deflation May Be Closer Than Inflation From Waikiki, Hawaii, KP checks in with a wide angle view of the forces quietly shaping inflation, interest rates, housing demand, and the broader economy. With fresh PCE inflation data on deck, the 10-year Treasury hovering near key levels, and global uncertainty lingering, this episode explains why worker productivity—and not just Fed policy, may be the real driver of where rates go next. KP breaks down ho...

People in this episode

Host: Kevin Peranio

Topics covered

• AI
• oil prices
• mortgage rates
• inflation
• interest rates
• housing demand
• economy

Keywords

• AI
• oil prices
• mortgage rates
• inflation
• interest rates
• housing demand
• economy
• PCE inflation
• 10-year Treasury

Mentioned in this episode

Organizations: Fed

Products: 10-year Treasury

Places: Waikiki, Hawaii

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