EPISODE · Jun 2, 2025 · 11 MIN
Is Now a Good Time to Buy a House or Not?
from KP Talks Dollars and Sense · host Kevin Peranio
🚨 Live from Newport Beach, KP unpacks the real story behind mortgage rates, market rallies, and tariff threats—hint: it's more than just inflation numbers.A poor 20-year Treasury auction and tariff tensions with the EU and Apple have markets on edge, but a surprising rally across all asset classes brings fresh perspective. Mortgage rates dip under 7% as a result, with buyers locking in fast.Consumer confidence jumps unexpectedly, just as KP explains the “10-Day Rule” that proves timing in the market beats timing the market.Home price growth is finally cooling—proof the Fed's “bend the curve” mission is working. But watch out: a $3.8T budget package and unsustainable fiscal path keep long-term yields high.All eyes are now on Friday’s PCE report, the Fed’s favorite inflation measure, while liquidity fears and talk of energy innovation set the stage for what’s next.👇 What’s inside this episode:00:00 – Newport Beach walk-and-talk01:00 – Market volatility & MOVE Index02:52 – Trump tariffs & Apple threat03:30 – Stocks & bonds both surge03:43 – The “10-Day Rule” explained05:16 – Budget bill & Treasury auctions06:56 – Case-Shiller: home prices cool07:13 – Fed success vs. fiscal chaos09:07 – Friday’s big PCE inflation reveal10:16 – Liquidity crunch & AI + energy growth👉 Follow the money, not the headlines: https://linktr.ee/kptalksdollarsandsense#KPOnTheMove #MortgageWatch #TariffTalk #DebtDrama #10YearTreasury #CaseShiller #PCEDrop #MarketVolatility #FinancialLiteracy #KPTalks #InflationWatch #BudgetBattle #HousingMarketUpdate #WalkAndTalkWithKP
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🚨 Live from Newport Beach, KP unpacks the real story behind mortgage rates, market rallies, and tariff threats—hint: it's more than just inflation numbers. A poor 20-year Treasury auction and tariff tensions with the EU and Apple have markets on edge, but a surprising rally across all asset classes brings fresh perspective. Mortgage rates dip under 7% as a result, with buyers locking in fast. Consumer confidence jumps unexpectedly, just as KP explains the “10-Day Rule” that proves timing in...
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Is Now a Good Time to Buy a House or Not?
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