Apr 22, 2024
On this episode of The Rate Guy we discuss why we should not be freaking out over inflation, why JP still things the Fed is cutting, how transportation costs have affected Supercore and which direction wage growth is trending.
Check out the Pensford Newsletter for graphs/links referenced. And for those interested in...
Apr 15, 2024
On this episode of The Rate Guy, we dive into the latest economic data releases and what they reveal about the current state of inflation and monetary policy. We'll break down the recent CPI and PPI figures, discuss what move Powell may regret, what the Fed might do from here, and analyze the potential impact.
For...
Apr 8, 2024
On this episode of The Rate Guy, we tackle the unexpected fallout from last week's April Fools' joke podcast/newsletter that sent rates soaring. IT WAS A JOKE, PEOPLE!
We'll dissect recent labor market reports, if Bloomberg Chief U.S. Economist Anna Wong could be right about the high end of unemployment, the impact of...
Apr 1, 2024
On this episode of The Rate Guy, JP recognizes the errors of his ways and faces all of the things he's been looking at totally wrong.
Want to read as well? Check out his Pensford Newsletter.
Mar 18, 2024
On this episode of The Rate Guy, we're tackling the latest on the Fed, the surprising bank funding stats, and what it all means for the economy. We’ll break down this week’s keyand what they signal for future rate cuts. Plus, we’re setting the scene for our big quarterly webinar and the Fed meeting. Tune in for a...