CPI Could Shock the Market Tomorrow — Here’s Why It Matters Artwork

KP Talks Dollars and Sense

KP Talks Dollars and Sense helps you learn financial literacy and provides real-time updates on all things housing, finance, and real estate with your host Kevin Peranio. As an owner and C-level executive for 20 plus years in finance, KP is here to serve you with all of his knowledge and experience. Tune in each week for more episodes. Kevin Peranio does not render or offer to render personalized investment or tax advice through KP Talks Dollars and Sense. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

All Episodes

KP Talks Dollars and Sense

CPI Could Shock the Market Tomorrow — Here’s Why It Matters

October 27, 2025 • Kevin Peranio • Season 4 • Episode 20

Shutdowns, CPI & The Market’s Balancing Act

With the government shutdown freezing key data, all eyes are on Friday’s CPI report — the one number that could send markets swinging. Meanwhile, mortgage rates hit their lowest point in three years, tech stocks like Apple and Google are near all-time highs, and the Fed faces pressure to cut rates again.

It’s a market caught between momentum and mayhem: falling rates vs. rising delinquencies, strong corporate earnings vs. labor strain, and an AI-fueled boom vs. political uncertainty.

From the floor of the NBA Annual in Las Vegas to the AIME Fuse show in Nashville, KP shares on-the-ground insights about what’s really driving sentiment in housing, lending, and the broader economy.

Episode Highlights:
00:00 – Live from Las Vegas: NBA Annual & housing market buzz
01:12 – $2T mortgage forecast and the Fed’s next move
02:19 – Inflation’s big moment: CPI as the only major data drop
03:33 – Shutdown impact: labor data blackout & market reactions
04:46 – Corporate earnings crush expectations amid volatility
06:13 – Credit, car loans, and rising delinquencies
07:14 – Labor gaps, deportations & the U.S. workforce strain
08:21 – AI, tech stocks & the “new normal” in productivity
09:00 – Why the next CPI print could change everything

Stay informed. Stay ahead. Stay in the market.
https://linktr.ee/kptalksdollarsandsense

#MortgageNews #FederalReserve #Inflation #CPI #InterestRates #StockMarket #AI #HousingMarket #GovernmentShutdown #KPTalksDollarsAndSense #FinanceUpdate

Kevin Peranio

Host