Episode 87 | CPI Comes in Hot: Fed Changes, Housing Pressure & Market Reactions
Description:
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest CPI report, the confirmation of Kevin Warsh as the new Fed Chair, and what it could mean for interest rates, inflation, and the housing market. They also explore a proposed SEC rule that could reduce company earnings reporting and what that means for investors.
We discuss:
➡️ Hot CPI data and sticky inflation
➡️ Kevin Warsh and the Fed’s path on interest rates
➡️ Housing market gridlock and mortgage rates
➡️ A proposed shift from quarterly to semiannual earnings reports
➡️ What all of this means for markets and investors