The Rate Guy

On this episode of The Rate Guy we discuss Sarah's intro to the pit of despair that is Fantasy Football, the inflation data that came out last week, how that will affect this week's Fed hike and what the ramifications of that decision may be. We also pose the question, is it too soon to discuss the Fed overshooting it?

For graphs referenced, click here.

On this week's Rate Guy we, of course, touch on the start of the football season. Then we focus on inflation and what rules we think we're going to be playing by. Because as CRE professionals need to know so they can get back to what they do best...closing deals.

For graphs referenced click here: https://www.pensford.com/industry-news/we-just-need-to-know-what-rules-to-play-by?hsLang=en

On this episode of The Rate Guy we discuss how the 1970's era of super high inflation compares to the current environment and what that means for rate policy going forward. 

There are lots of graphs referenced in this podcast. To view those, check out the Pensford newsletter here: https://www.pensford.com/industry-news/is-this-the-1970s-all-over-again?hsLang=en

We're glad to be back! On this episode of The Rate Guy we break down the RV trip and the "best" memories we took away from the trip. Then we get into Inflation, Jackson Hole and what we think J Powell is focused on.

If you want to skip to Market talk, go to the 13 minute mark. 

On this episode of The Rate Guy you'll get stories about The Rate Guy name origin, JP's prowess on the Pickleball court, the jobs report and what the inflation data coming out this week may indicate.

If you want to skip to the market talk go to the 10 minute mark. If you want to hear how JP nearly "bled to death" this weekend listen to the intro!

As always, for graphs or other data referenced check out the Pensford Newsletter https://www.pensford.com/industry-news/will-cpi-take-the-worst-case-scenario-off-the-table?hsLang=en

https://traffic.libsyn.com/rateguy/The_Rate_Guy_-_ep_101_Will_CPI_Take_the_Worst_Case_Scenario_Off_The_Table.mp3

On this historic 100th episode of The Rate Guy Podcast we discuss the upcoming Fed meeting, break down the possible response to 3 different scenarios, what we think the most likely hike will be and why. We also explore the emerging buyers market in real estate and how CRE & Multifamily Industries might respond to current and future interest rate conditions. 

As always, for graphs & bonus data, check out the Pensford newsletter https://www.pensford.com/industry-news/75bps-or-100bps?hsLang=en

On this short and sweet episode of The Rate Guy we discuss all of the economic data that came out last week. Between our bouts of Friday punchiness we touch on how we think it will impact us in the short/long term. 

For more of a deep dive this week check out the Pensford Newsletter here: https://www.pensford.com/industry-news/sofr-4.0-by-year-end?hsLang=en

On this episode of The Rate Guy we discuss the "resilient" job market, what always affects gas prices, a line item not to miss in your negotiations, and, of course, lots of inflation talk. 

If you want to read more, check out the Pensford Newsletter. https://www.pensford.com/industry-news/is-inflation-finally-about-to-peak?hsLang=en

On this week's episode of The Rate Guy we discuss sports karma, the only thing that matters to Powell, and what data points to pay attention to as we approach a likely recession. 

For graphs referenced check out the Pensford newsletter https://www.pensford.com/industry-news/unconditional-inflation?hsLang=en

On this special midweek edition of The Rate Guy podcast we talk about, what else, today's FOMC meeting. We touch on the top takeaways and JP has some warm and fuzzy data points that will undoubtedly make your day!

For more info and data referenced check out the Pensford newsletter here. https://www.pensford.com/industry-news/sofr-to-4-by-march?hsLang=en