Mar 23, 2026
On this episode of The Rate Guy we discuss the extreme volatility of last week, what it means for rate caps, the 10T and what to be on the look out from the Fed in the upcoming weeks.
Mar 15, 2026
On this episode of The Rate Guy, we break down one of the most chaotic weeks markets have seen in years. Oil had its most volatile week ever, 2-year Treasury options hit historic highs, and markets are trying to figure out what it all means for inflation.
We discuss why oil alone won’t push the Fed to hike, the
Mar 8, 2026
On this episode of The Rate Guy, we break down the economic impact of the war in Iran, a weak jobs report, and what it means for oil, inflation, and the timing of the next rate cut. The cushion the economy has relied on for the past few years may be gone, and the margin for error is getting much smaller.