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Rate Cuts Coming? Why Markets, Mortgages, and the Consumer Are Defying Expectations | Money Moves
Season 9 Episode 136
In this episode of Money Moves, Matty A. and Ryan Breedwell dive deep into the economic landscape following the government reopening. They break down what the latest (and long-delayed) data tells us about inflation, unemployment, rate-cut probabilities, market psychology, crypto volatility, and the evolving dynamics of the housing market—including portable mortgages, 50-year loans, and the changing profile of the post-COVID consumer.
From government dysfunction to AI’s impact on job openings, distressed CRE, stock-market forecasts, crypto fear cycles, and the staggering amount of cash sitting on the sidelines, this episode is packed with real-world, data-driven insight to help investors navigate uncertain times with clarity and confidence.
Topics Covered:
- Government reopening, shutdown damage, and the 43-day data blackout
- Job losses, jobless claims, and AI’s effect on hiring
- Rate-cut probability and the Fed’s upcoming decisions
- Why fear is spiking despite strong consumer balance sheets
- Market psychology and how retail investors get trapped
- Crypto’s violent pullback—and why opportunity is rising
- Tariffs, consumer habits, and the “post-COVID” buyer
- Commercial real-estate distress brewing for 2026
- 50-year mortgages, portable mortgages, and housing-market innovation
- Why $7.6 trillion in cash is waiting to rush back into markets
- Pelosi’s insane stock-market returns and debates on banning congressional trading
If you’re an investor wondering how to position yourself heading into the holiday season and into 2026, this episode is packed with must-know insights.
Episode Sponsored By:
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Published on 1 month ago