Oct 29, 2025
On this special edition episode of The Rate Guy we recap today's Fed meeting and analyze Powell's surprising remarks and what to be on the look out for in the week ahead.
See you on 11/10!
Here is the link to JP's recap in the Pensford...
Oct 26, 2025
On this episode of The Rate Guy we break down the NBA betting scandal because apparently, Chauncey Billups was the big draw. Really? Plus, why Terry Rozier became the most bet-on player in America and what the NBA’s “thorough investigation” didn’t find.
Then we pivot to the Fed: a 25bp cut is coming, but what...
Oct 19, 2025
On this epidode of The Rate Guy we’re breaking down this Thursday’s CPI release — why the market will probably react even though it’s full of noise, what could drive the 10-year Treasury to 3.62%, and the one signal that could tell us the Fed won’t cut rates at the next meeting.
Oct 13, 2025
On this episode of The Rate Guy we answer the question we've gotten a lot this week..."If the Federal government is still shut down on Oct. 29, will the Fed meet and make a decision about rates?" We answer that and many more about how Fed cuts will effect the 10 year treasury and why the US is still the...
Oct 6, 2025
On this episode of The Rate Guy we explore the private data sources around the job market and what they might mean in the absence of official government statistics. We also talk about projected rate cuts and when they will likely happen.
For those of you that want to read along with the stats here is the link to the...