Oil Prices, Sneakflation & the Fed: What’s Moving the Market? episode artwork

EPISODE · Jun 23, 2025 · 25 MIN

Oil Prices, Sneakflation & the Fed: What’s Moving the Market?

from KP Talks Dollars and Sense · host Kevin Peranio

🚨 Live from Corona and the Wedge, KP’s back after a windy take one—breaking down $80 oil, Fed moves, sneakflation, and the wild Pentagon Pizza Index.Another war? Unfortunately, yes. As Israel-Iran tensions rise, KP breaks down how it’s shaking markets—and why it’s $10 oil spikes, not tariffs, doing real damage to GDP and inflation. The math doesn’t lie.Plus: Fed dot plot drama, soft landing signals, AI’s impact on GDP, and what’s really behind weak retail sales. KP also throws in some DC sausage-making shade and a nod to Fort McMurray’s finest.👇 What’s inside this episode:00:00 - Live from Corona (Take 2): birdwatching, war headlines & windy bloopers01:02 - Israel vs. Iran: What it means for oil & markets06:49 - $80 Oil vs. Tariffs: GDP & inflation math breakdown08:02 - Inflation math: Tariffs vs. Oil, what moves CPI09:48 - Sneakflation explained: how prices go up without warning11:19 - Fed Week: dot plot drama, rate cut projections & Powell predictions12:18 - Soft Landing: Has the Fed pulled it off?13:29 - AI, CapEx, and trillion-dollar investment waves16:54 - Retail sales data: consumer slowdown & Supercore surprise20:55 - Treasury auctions, debt service & U.S. bond reality21:48 - China & Japan’s Treasury holdings: debunking the fear22:22 - Final thoughts from the harbor + lifeguard kids & summer vibes24:19 -  A prayer for peace: global conflict and hopeful outcomes👉 Control what you can control. Stay sharp, stay informed:https://linktr.ee/kptalksdollarsandsense#Sneakflation #OilVsTariffs #FlightToSafety #FedWeek #DotPlotDrama #GDPWatch #RetailSales #AIandGDP #GlobalTensions #SoftLanding #EconomicReality #KPTalks #BackAtTheDesk #MarketMath #InflationExplained #MiddleEastMarkets #PentagonPizzaIndex

Episode metadata supplied by the publisher feed · Published Jun 23, 2025

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🚨 Live from Corona and the Wedge, KP’s back after a windy take one—breaking down $80 oil, Fed moves, sneakflation, and the wild Pentagon Pizza Index. Another war? Unfortunately, yes. As Israel-Iran tensions rise, KP breaks down how it’s shaking markets—and why it’s $10 oil spikes, not tariffs, doing real damage to GDP and inflation. The math doesn’t lie. Plus: Fed dot plot drama, soft landing signals, AI’s impact on GDP, and what’s really behind weak retail sales. KP also throws in some DC ...

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Oil Prices, Sneakflation & the Fed: What’s Moving the Market?

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