Friday Was One of The Most Volatile Weeks On Record
The Rate Guy
On this episode of The Rate Guy we discuss the extreme volatility of last week, what it means for rate caps, the 10T and what to be on the look out from the Fed in the upcoming weeks.
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No, The Fed Wont Hike Because of Oil
The Rate Guy
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The Ickiest Jobs Report in Five Years
The Rate Guy
On this episode of The Rate Guy, we break down the economic impact of the war in Iran, a weak jobs report, and what it means for oil, inflation, and the timing of the next rate cut. The cushion the economy has relied on for the past few years may be gone, and the margin for error is getting much smaller.
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Tariffs, Medals, and Stoats
The Rate Guy
On this episode of The Rate Guy, JP draws some parallels between the winter olympics and happenings in the US Market. Gold, Silver, Bronze and Stoat are awarded. Big congrats to USA Men's and Women's Hockey Teams who took home Gold this Winter Olympics! .
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CNBC Talking Heads Fall For The Job Headlines...Again
The Rate Guy
On this week's episode of The Rate Guy we discuss the , 3 key take aways from the Jobs Report, how (& why) we are in a disinflationary environment right now and how all of that will determine if the Fed cuts this year.
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3 Things to Know About Kevin Warsh
The Rate Guy
On this episode of The Rate Guy, JP breaks down the 3 things you absolutely need to know about Kevin Warsh being nominated as the new Fed Chair and can Thom Tillis block his nomination like he said he will.
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Fed Meeting Recap
The Rate Guy
Miss the Fed meeting today? We've got you! We translate all the Fed-speak and highlight our favorite moments and key takeaways - like what advice J Powell has for the next Fed Chair.
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Fed Meeting Wednesday
The Rate Guy
On this episode of The Rate Guy we discuss what some of you may have forgotten...the Fed meeting is this week! We cover the Supreme Court's take on the Lisa Cook case, 10T behaviours, China "dumping" Treasurys and info about caps that our floating rate borrowers might be interested in. Here is the link for the that we discussed. See you all Wednesday night for the FOMC recap!
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DOJ Plans to Indict Powell
The Rate Guy
We know this is a little early to call, but this will be the most important episode of the year. So if you listen to nothing else, listen to this one. Shocking news came out late Sunday night. This has literally never happened since the existence of the Federal Reserve. The Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to Jerome Powell's testimony before the Senate Banking Committee last June. In this episode we discuss the historical impact of this move and the impact it may have. We also reveal something that had JP...
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J-Money's Last Rate Cut?
The Rate Guy
On this special episode of The Rate Guy, we examine today's Fed meeting, the dissents, the jobs realization, J Powell's press conference and what it all means for current market conditions and in 2026.
info_outlineOn this episode of The Rate Guy, we break down the economic impact of the war in Iran, a weak jobs report, and what it means for oil, inflation, and the timing of the next rate cut. The cushion the economy has relied on for the past few years may be gone, and the margin for error is getting much smaller.