The Rate Guy

By JP ConklinBusiness News Business News

The Rate Guy episodes

December 14, 2020 FOMC Primer - Moving Out The Charmin Curve
On this week's Rate Guy podcast we discuss (in a creative way) how Wednesday's FOMC meeting could keep 10 Treasury rates low next year.
24 min
December 07, 2020 SOFR Delay for Legacy LIBOR Contracts
On this week's Rate Guy we discuss masks (yeah, we know...don't worry, it's just the intro), why rates popped up and the SOFR delay for legacy LIBOR Contracts.
34 min
November 23, 2020 JPM calls for a Double Dip
On this week's Rate Guy we discuss who the next Treasury Secretary may be, if there will be a SOFR delay and JPM's call for a Double Dip. Lots of interest rate news and, of course, how badly JP's football teams are doing.
31 min
November 16, 2020 Phalse Hope?
On this week's Rate Guy podcast we talk about the vaccine news and how the market is reacting to it....and why we may need to temper our optimism.
27 min
November 09, 2020 What A Biden Win Means For Rates
On this week's Rate Guy podcast we talk about the election and what a Biden win means for rates. We also discuss what the market will be looking for in the upcoming months.

For any data or graphs referenced you can check out the Pensford Newsletter. https://www.pensford.com/what-a-biden-win-means-for-rates/
32 min
October 26, 2020 Strong GDP Won't Cause Rates To Spike, But Treasury Supply Could
On this episode of the Rate Guy Podcast, we discuss JP's excitement about the return of Big 10 football, what you need to look for in the heavy data week ahead and why a positive GDP won't cause rates to spike, but a shift in Treasury Supply could.

As always, you can find all of the exciting graphs in our weekly Pensford Newsletter. Go to www.Pensford.com and scroll to the bottom left.
25 min
October 19, 2020 Election Impact On Markets
On this week's Rate Guy podcast we discuss the potential results of the election, the impact those different scenarios will have on markets and we analyze data from the 2016 election to assist our viewpoint of the 2020 data.

Any graphs or data referenced can be found at our Pensford website. https://www.pensford.com/Election-Impact-On-Markets/
45 min
October 05, 2020 Market Reaction To Trump's Diagnosis
On this week's Rate Guy Podcast we discuss the different scenarios of Trump's diagnosis and how they may affect the market.
33 min
September 28, 2020 Fiscal Impasse Impact
On this week's Rate Guy we discuss our new lawn (super exciting!), GDP and the economic consequences of Congress not passing a new stimulus plan.

As always, supporting graphs can be found in the Pensford Newsletter. https://www.pensford.com/fiscal-impasse-impact/
29 min
September 21, 2020 Inflation Ghost Stories
On this week's Rate Guy podcast we discuss spite URLs, how many FOMC meeting predictions JP got right and why this generation may only hear inflation ghost stories.
33 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.