Nov 28, 2022
On this short and sweet Thanksgiving episode of The Rate Guy we discuss the dramatic change in Shipping/Port activity, the biggest takeaways from the FOMC minutes and the contrary Fed camps that are emerging.
If you want to check out JP's favorite graph, Financial Conditions, click the newsletter here --->
Nov 21, 2022
On this week's episode of The Rate Guy we discuss PPI (the Producer Price Index), the two opposing perspectives of the Market and the Fed, Stagflation, and JP's favorite graph ever...financial conditions.
Graph fans can check out the newsletter...
Nov 14, 2022
On this week's episode of The Rate Guy we discuss the market's reaction to the inflation print and what Powell needs to see in order to change course.
Graph fans can check out the newsletter here: https://www.pensford.com/industry-news/unemployment-doesnt-go-up-until-the-fed-has-started-cutting?hsLang=en
And if you're...
Nov 7, 2022
On this episode of The Rate Guy we discuss the FOMC meeting, Inflation data, the Jobs Report and the top 3 ways our Fed hikes are dramatically effecting the global economy.
If you want to skip the intro and hearing about JP's brush with fame (twice!), fast forward to the 10 min mark.
For the graphs referenced, check...