September Rate Hikes, Warsh's Warning From Jackson Hole, Housing Market Collapse | Money Moves
This episode breaks down the immediate market reactions to Kevin Warsh's hawkish Jackson Hole speech regarding persistent inflation. With economic data remaining elevated and geopolitical tensions causing unexpected oil spikes, the likelihood of rate cuts continues to fluctuate, creating unique challenges for both commercial and residential lending environments.
The discussion also explores the approaching "silver tsunami" in the US housing market, examining how the demographic shift of baby boomers selling their homes will impact supply and pricing over the next decade. Finally, the episode…
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