Value Add With K&k

The Federal Reserve may be running out of reasons to raise interest rates in 2026.The latest jobs report came in far weaker than expected, previous months were revised lower, and wage growth has slowed. At the same time, inflation isn't showing the kind of spike that would make another Fed rate hike easy to justify. In this week's The Brief, Kenny Simpson breaks down:• Why the latest jobs report matters• Why wage growth may be the number everyone is overlooking• What slowing wages mean for inflation• Rising auto, credit card, and student loan debt• Why consumer stress matters to the Fed• Why Fed rate hikes could be off the table• What would need to happen for rate cuts• What this could mean for mortgage rates and real estateKenny's key point: if wage growth continues falling, the job market stays weak, consumers slow down, and inflation doesn't spike, it becomes increasingly difficult for the Fed to justify raising rates.