TRP 256 - The Fed Held Rates. Inflation Fell. Jobs Surged. Now What?

Major economic signals don't always point in the same direction, and that's exactly where we are right now.

In this macro update, Randy breaks down the recent "trifecta" of events: the Fed holding rates steady, inflation cooling to 2.4%, and a stronger-than-expected jobs report adding 143,000 new jobs.

Rather than reacting to headlines, this video looks at the practical implications for investors: what higher-for-longer rates could mean, why the bond market dropped 20 basis points after the inflation report, how AI may become the next structural deflationary force, and what all of it signals for commercial real estate opportunities.

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