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The Rate Guy

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The Rate Guy

Premature Pivot 2.0

On this episode of The Rate Guy we discuss why we should not be freaking out over inflation, why...

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Premature Pivot

On this episode of The Rate Guy, we dive into the latest economic data releases and what they...

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Labor Market Strength or Just Different?

On this episode of The Rate Guy, we tackle the unexpected fallout from last week's April Fools'...

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I Change My Mind

On this episode of The Rate Guy, JP recognizes the errors of his ways and faces all of the things...

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Fed Primer

On this episode of The Rate Guy, we're tackling the latest on the Fed, the surprising bank...

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Lies, Damned Lies and Jobs

For this nerdy episode of The Rate Guy podcast you can thank Nathan from Dallas for inspiring JP...

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Bunch of BLS

On this episode of the Rate Guy we discuss the crazy email sent out to super users by the BLS,...

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January Data A Trend Does Not Make

On this episode of The Rate Guy you'll get some knowledge dropped on you about leap year date...

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Cpi - wtf?

On this episode of The Rate Guy we discuss the inflation report from last week and what it means...

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Lower But Slower

On this episode of The Rate Guy, we explore the Fed's "Lower But Slower" strategy amid declining...

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Houston, We Have A Liquidity Problem

On this episode of The Rate Guy, JP shares an experience from his first day on the Wachovia...

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Have The Banks Brushed Their Teeth This Morning?

On this episode of The Rate Guy we draw an interesting parallel between the challenges of...

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Treasurys Don't Always Fall When The Fed Cuts

On this episode of The Rate Guy, JP stays on brand taking jabs at the NFL's latest dramas, with a...

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The Fed Could Cut in March, But Why Would They

On this week's episode of The Rate Guy we discuss the odds of the Fed cutting in March, take a...

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Fool Me 13x, Shame On Me

Happy 2024! On this episode of The Rate Guy we talk about last week's jobs reports and the impact...

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Pivot Party!

On this episode of The Rate Guy, JP lists his lead pipe locks for 2024...spoiler alert, there's...

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T10 to 4%

On this episode of The Rate Guy we talk inflation, unemployment, the 10 Year Treasury and if the...

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Inflation Data Should Confirm The Fed Is Done

On this episode of The Rate Guy we discuss some alarming data about consumer behavior, inflation...

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No, China is Not Dumping Treasurys

This episode of The Rate Guy Podcast is titled, "No, China is Not Dumping Treasurys". We had a...

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What the 2024 Rate Cutting Cycle Might Look Like

On this week's Rate Guy podcast, we're zoning in on one of the biggest questions we got from ULI:...

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