The Rate Guy

On this special mid-week episode of The Rate Guy Podcast we discuss all things Fed meeting. What the raise means short term, long term and the outlook on when to expect rates to start coming back down. 

To check out the graphs referenced: https://www.pensford.com/interest-rate-caps-have-lost-their-dang-mind/

On this episode of The Rate Guy we discuss the possible impact Russia's invasion of Ukraine could have on rates, reasons why the short end of the curve is behaving differently than the long end and what may be a key driver of fed policy moving forward.

For extra content and graphs you can always check out the Pensford newsletter at https://www.pensford.com/is-the-10-year-treasury-too-complacent/

On this episode of The Rate Guy we discuss how interest rates and caps behave during a tightening cycle. We also address the top questions we are getting around cap pricing strategy and why you shouldn't neglect the floor during negotiations!

If you want to check out the graphs in the Pensford Newsletter go to https://www.pensford.com/how-do-floating-rates-behave-in-a-tightening-cycle/

On this episode of The Rate Guy we discuss what we can learn from past Fed tightening and easing cycles and why the best time to lock in a fixed rate is right before the Fed hikes...which we all know is on the horizon. 

We talk about a lot of graphs in this podcast and those can be seen in the Pensford Newsletter https://www.pensford.com/the-best-time-to-lock-is-right-before-the-fed-hikes/

Here is also the whitepaper, "The Hidden Cost Of Fixed Rate Debt," that we reference https://www.pensford.com/resources/the-hidden-cost-of-fixed-rate-debt/

On this episode of The Rate Guy we discuss last week's FOMC meeting where Powell went full hawk and how the market may react. We also talk recession forecast and, of course, we had to acknowledge Brady's retirement by JP ranking his top 3 worstest moments in his career. 

On this episode of The Rate Guy we discuss the upcoming FOMC meeting this week, what is driving the increase in cap pricing and what the Fed might do with its balance sheet. 

On this episode of The Rate Guy we discuss the Jobs Report, the dramatic effect it had on rate hike expectations and JP's breakdown of his 2021 "lead pipe lock" predictions...spoiler alert...he missed a lot! 

On this episode of The Rate Guy we discuss inflation, what risk is most unappreciated by the market, a shout out to JP's favorite economist Julia Coranado and, of course, what to look for out of the Fed meeting this week.

To see supporting graphs and infographics, check out the Pensford Newsletter. https://www.pensford.com/fomc-primer-will-the-fed-call-for-hikes-next-year/

On this episode of The Rate Guy we discuss last Friday's Job Report and the corresponding plunge in interest rates that went along with it. We will also touch on the future of the 10T and how it relates to inflation.