Dec 18, 2023
On this episode of The Rate Guy, JP lists his lead pipe locks for 2024...spoiler alert, there's no such thing as a soft landing and we will have a recession. We also take a look back at his lead pipe lock predictions for 2023 and grade him on how those panned out.
Dec 3, 2023
On this episode of The Rate Guy we talk inflation, unemployment, the 10 Year Treasury and if the Fed has already overdone it.
This Thursday we have our Q4 Interest Rate Webinar. Register Here -> https://www.pensford.com/q4-pensford-webinar-2023
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...