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...
More episodes of KP Talks Dollars and Sense
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- Markets on Edge: Oil, War, and the Fight Between Inflation and Slow Growth
- Oil Shock, Fed Signals, and a Massive Market Opportunity
- Oil Prices, Inflation, and Mortgage Rate Outlook
- Rates Up, Chaos Rising—Why Markets Still Won’t Break
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