Oct 7, 2024
On this episode of The Rate Guy we discuss how to view the latest Jobs print and how it won't impact the Fed's move in November.
FYI the graph is full of orange representing the Unexplained Employment.(not red as Sarah remembered on the podcast) To view in the Pensford newsletter click here.
Sep 30, 2024
On this episode of The Rate Guy, we break down the latest economic data, including inflation, jobs reports, GDP. GPI, and why the Fed might be boxed in on rate cuts. Tune in for all the insights and our take on what’s next.
Plus, JMo finally conceded defeat on our inflation bet, and we unveil his identity!
Sep 15, 2024
On this episode of The Rate Guy, we’re keeping it short and sweet. We’re prepping for Wednesday’s rate cut decision and breaking down 7 reasons why the Fed won’t go for a 50bps cut, despite market hopes. We’ll also touch on what you might want to do with caps ahead of the meeting.
Here is the link to register...
Sep 9, 2024
In this episode of The Rate Guy, we discuss why cutting rates to 3.25% might be the right move for the Fed.
Fed Chair Powell recently stated at Jackson Hole, “We do not seek or welcome further cooling in labor market conditions,” which has huge implications for future rate cuts. With job gains averaging just 116k...
Sep 3, 2024
On this episode of The Rate Guy, we discuss the latest inflation data, why the Fed will cut rates, regardless of what Friday's Non-Farm Payroll (NFP) report reveals and what may influence a 50bps cut instead of 25bps. We also address concerns about the economy heating up again when the Fed starts cutting and why that's...