Mar 26, 2023
On this episode of The Rate Guy we discuss Powell's primary messaging goals, the market's reaction to that messaging, and tightening credit conditions. For graphs reference, check out the Pensford Newsletter. www.Pensford.com
Mar 19, 2023
On this episode of The Rate Guy we discuss March Madness as it relates to basketball and banking! We talk about the Fed jumping in for the failing banks, the thought process behind the two camps, to hike or not to hike this week, cap prices, and what toilet paper and volatility have in common. It's so crazy right now...
Mar 13, 2023
On this episode of The Rate Guy we discuss the only thing everyone is talking about, the fall of SVB. We touch on how the Fed may respond, important indicators that they can't ignore and if this could be the first domino to topple. JP pulls from his experience of surviving the Financial Crisis to shed light on...
Feb 27, 2023
On this short and sweet episode of The Rate Guy we discuss what Friday’s Core PCE report did to rate hike odds, what The Fed is doing to manage expectations, and the effects on Caps and the 10T. Our Webinar is this Thursday! Here is the link to register to attend the Pensford quarterly markets and interest rate update...
Feb 20, 2023
On this special episode of The Rate Guy, we welcome two of our favorite experts. Paul Peebles, the sage rainmaker from Old Capital and Michael Becker a 15 yr Commercial Real Estate veteran and co-founder / Principal at SPI Advisory, LLC. We discuss current market conditions, the hopes and concerns for our industry and...