Nov 27, 2023
On this episode of The Rate Guy we discuss some alarming data about consumer behavior, inflation expectations, what to look for in this week's inflation data and possible good news for interest rate caps.
Nov 13, 2023
This episode of The Rate Guy Podcast is titled, "No, China is Not Dumping Treasurys". We had a better title, but Harbaugh stole it. (You know JP can't resist making some digs) This week we discuss the latest headlines about China selling Treasurys. The reasons they would sell, why they wouldn't sell and we get...
Nov 6, 2023
On this week's Rate Guy podcast, we're zoning in on one of the biggest questions we got from ULI: what will rate cuts look like in 2024. We'll unpack the three potential paths the Fed might take and the reasoning behind each. Plus, we're taking a closer look at that less-than-stellar jobs report to see what it really...
Oct 30, 2023
On this episode of The Rate Guy podcast we talk about GOATs, in sports, in comedy...in interest rates. We also analyze economic conditions and determine which inflation cycle fromt the past are we repeating and why, this week's Fed meeting, how governtment spending is impacting treasury yields, and the biggest...
Oct 10, 2023
On this episode of The Rate Guy podcast, we dive into the "gangbuster" jobs report and what details to pay attention to in this week's inflation data. Curious about the Fed's game plan and how it might impact 2024 rates? We've got some theories...but definitely not the conspiracy kind!
Numbers reference if the podcast....