Jobs Data, Rate Cuts & Why Energy Stays Cheap

📉 Jobs Data, Rate Cuts & Why Energy Stays Cheap

The September market correction may be brewing, but with $7 trillion in cash on the sidelines, investors are waiting for the right moment to jump back in. All eyes are on jobs data, Fed policy, and why energy costs remain unusually low despite global uncertainty.

It’s a balancing act: softening labor vs. sticky wages, looming rate cuts vs. long-term inflation risks, and market corrections vs. AI-driven growth.

📊 From housing affordability to bond market steepening, tariffs, and even the next Mars mission window, KP unpacks the big forces shaping jobs, rates, and your money.

Episode Highlights:
00:00 – September sell-off? Why history says 5–10% is normal
02:15 – Energy stays cheap: policy shifts, demand destruction & seasonality
06:00 – PCE & inflation breakdown: core vs. headline numbers
10:05 – Labor market softens: revisions, weak jobs reports & wage growth
15:20 – Bond market moves: steepener trade & long bond yield pressure
19:00 – Tariffs, debt, and DC drama: why policy fights matter for markets
22:40 – Housing affordability: new vs. existing homes flip
26:10 – Retirement system cracks: Social Security, 401ks & alternatives
29:15 – AI, chips, and the Mars race: how tech & policy collide

🎧 Stay smart. Stay ready. Stay informed.
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