One Rental At A Time The 3 BIGGEST Economic Risks of The Fed's NEXT Move
Oct 30, 2025
Join Anna Kelley, a savvy real estate investor and wealth coach, as she dives into critical economic risks tied to the Fed's next moves. She predicts potential rate cuts amid job market weaknesses and explores how inflation trends affect Fed strategies. Anna highlights emerging credit issues, questions the reliability of CPI shelter measures, and reveals how bond markets signal upcoming recession fears. With insights on unemployment trends and mortgage rate drivers, this discussion is packed with timely economic analysis.
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Layoff Announcements Set The Tone
- Michael lists recent large layoffs at UPS and Amazon as evidence the job market is weakening.
- These announcements set the episode's framing that labor, not inflation, is now the Fed's primary concern.
Fed Likely To Start Cutting Carefully
- The Fed is likely to cut rates because labor is weakening and inflation appears to be easing.
- Anna Kelley expects a cautious 25 bps cut now and possible additional cuts later, not a panic 50 bps move.
Leading Indicators And Credit Are Flashing Red
- Leading Economic Indicators showed broad weakness and credit has started deteriorating since that report.
- Anna highlights cracks in credit and private loan failures as signs the economy is more fragile than headline data suggests.