The Rate Guy

By JP ConklinBusiness News Business News

The Rate Guy episodes

June 13, 2022 Fed Funds to 3.0 This Year?
On this episode of The Rate Guy all attention is on the upcoming Fed meeting and how dramatically expectations continue to shift.

To view graphs or other data referenced check out the Pensford newsletter. https://www.pensford.com/industry-news/fed-funds-to-3.0-this-year?hsLang=en
33 min
June 06, 2022 Interest Rates - The Top Gun Edition
We are super excited about this episode of The Rate Guy! We draw parallels between interest rate markets and TopGun Characters. If you're a fan of the movie we think you'll love it. If you don't like the movie...there are no words.

https://www.pensford.com/industry-news/interest-rates-the-top-gun-edition?hsLang=en

"I feel the need. The need for speed!"
29 min
May 31, 2022 So You're Sayin There's A Chance
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 here: https://www.pensford.com/industry-news/so-youre-telling-me-theres-a-chance?hsLang=en
30 min
May 23, 2022 Hope Is A Terrible Hedge
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.
28 min
May 16, 2022 What's The Game Plan?
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 referenced. https://www.pensford.com/industry-news/whats-the-game-plan-here?hsLang=en
29 min
May 02, 2022 Rates To The Moon
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
29 min
April 25, 2022 3.25% Is The Critical 10T Level
On this episode of The Rate Guy Podcast we discuss GPD, inflation data, and the 10T number that you need to be paying attention to and why.
18 min
April 18, 2022 This Is Why The Market Has Trust Issues
On this episode of The Rate Guy Podcast we discuss the reasons why inflation data may have come in below expectation and what might be the new normal for the 10 Year Treasury.
18 min
April 11, 2022 The Fed Has Already Hiked More Than 2.0%
We cover a lot in this episode of The Rate Guy Podcast! We discuss probable Russian default, the MTE (monetary tightening to easing ratio), the impact of rate hikes coupled with balance sheet reduction, and why the odds of over hiking are significant.

35 min
March 28, 2022 It's The Liquidity, Stupid!
On this episode of The Rate Guy Podcast we discuss the 4 ways that rising rates could effect our economy and the 1 thing everyone, including J Powell, should be paying attention to.

For graphs referenced or more info check out the Pensford Newsletter. https://www.pensford.com/industry-news/its-the-liquidity-stupid?hsLang=en
37 min

About The Rate Guy

From the publisher's feed

The Rate Guy Podcast is hosted by JP Conklin of Pensford. It's an irreverent insight into interest rates and current markets and how they impact the Commercial Real Estate and Multifamily industries.