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The Rate Guy

Jun 10, 2024

On this episode of The Rate Guy Podcast we dig a little deeper into the recent Jobs Report and discuss the underlying data that should be getting attention, CPI, the ECB cutting and how all of that may affect this week's Fed meeting. 


Jun 3, 2024

On this episode of The Rate Guy we’re breaking down the Core PCE numbers and JMo's wager tracker—are we heading to the Caribbean or not? Plus, we explore why the Fed might be shifting its focus from inflation to jobs, the implications of recent job reports, and what Friday's labor data could mean for future rate...


May 27, 2024

On this episode of The Rate Guy we discuss all things inflation, the cracks that Jay$ (Jerome Powell) may be paying closing attention to and the probability of rate cuts and why JP thinks that could be wrong.

If you haven't already, subscribe to the Pensford Newsletter to see visuals that we reference in the podcast, as...


May 20, 2024

On this episode of The Rate Guy we break down the different AI models, their strengths/weaknesses and origins that you might not know. We then dive into interest rate talk, the small exhale the market experienced last week, odds of a rate cut this year, info around the bid to cover ratio (linked article referenced) and...


May 6, 2024

On this episode of The Rate Guy we discuss the most overlooked takeaways from the Fed meeting, QT tapering, how the 10T is affected and what the jobs report is telling us.

To check out the graphs referenced read the Pensford Newsletter here.