May 31, 2022
On this episode of The Rate Guy podcast we discuss the improbability of a soft landing, what cooling inflation really looks like and what might be the most worrisome this to J Powell right now.
For graphs referenced check out our newsletter...
May 23, 2022
On this episode of The Rate Guy we discuss if the bottom is actually falling out, inflation, and our hopes for the Core PCE number coming out this week.
May 16, 2022
On this episode of The Rate Guy we discuss the recession threshold and when we're set to hit it. We also analyze our recent restrictive territory history and how the Fed behaved during those times.
Link to the Pensford newsletter and graphs...
May 2, 2022
On this episode of The Rate Guy we discuss the upcoming Fed meeting, how quantitative tightening could effect asset pricing and our take on when the economy could break itself throw us into a recession.
To see the photo of J Powell as an astronaut check out the Pensford Newsletter! Pensford.com