The Rate Guy

By JP ConklinBusiness News Business News

The Rate Guy episodes

August 30, 2021 Impact Of Tapering On...Everything
In this episode of The Rate Guy we discuss the impact of the Fed's tapering announcement on...everything! The Fed's balance sheet, Rates, The 10T, Inflation, Stocks...and more.
39 min
August 23, 2021 Jackson Hole Primer
On this episode of The Rate Guy we touch on what may be discussed at this week's Jackson Hole Symposium and how that could affect rates.
18 min
August 09, 2021 The Real Fed Funds Is Probably Negative
On this episode of The Rate Guy we discuss how Fed Funds is probably negative and how that affects floating rate borrowers.
22 min
August 02, 2021 The Rate Guy - Consumer Buying Conditions Collapse
On this episode of The Rate Guy we discuss our differing opinions on what defines courage, the Delta variant's possible effect on rates and where consumer confidence is tracking.

For graphs reference go to https://www.pensford.com/ and scroll down to click the newsletter on bottom left of home page.
34 min
July 12, 2021 Mo Money, Mo Inflation?
On this episode of The Rate Guy Podcast we discuss the movement of the 10T and what is needed to see changes in inflation data.
19 min
June 28, 2021 Powell Decides Where The Fed Vacations
On this episode of The Rate Guy Podcast we discuss who and what is driving the Fed's decision process and why we didn't see more movement in the 10T last week.
28 min
June 14, 2021 FOMC - Not All Dots Are Created Equal
On this episode of The Rate Guy Podcast we discuss the dots that really matter in the median inflation data report, the SOFR transition and if the 10T will fall through another floor.

As always, you can view graphs referenced in the Pensford Newsletter. Go to www.Pensford.com, scroll and you'll see the newsletter link right next to the Cap Calculator.
31 min
June 07, 2021 Jobs Report Recap
On this episode of The Rate Guy Podcast we emerge from our graduation fog to do a short and sweet recap of the Jobs Report and discuss what data to look for this coming week.
20 min
June 01, 2021 What's All This Reverse Repo Stuff About
On this episode of The Rate Guy Podcast we discuss the Reverse Repo market and all its glory.

For further information and relevant graphs check out the newsletter here:https://www.pensford.com/whats-all-this-reverse-repo-stuff-about/
36 min
May 24, 2021 Fears Of A Taper Tantrum Are Overblown
On this episode of The Rate Guy Podcast we discuss the 3 reasons that fears of a taper tantrum are way overblown, what part of the curve the Fed is currently focused on and inflation concerns.

If you want to check out the graphs we reference in this podcast go to our weekly newsletter https://www.pensford.com/fears-of-a-taper-tantrum-are-overblown/
27 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.