The Rate Guy Put Your Hard Hats On, It's Going to be a Crazy Week
Jul 27, 2025
After a week away, everything seems turned upside down! The hosts unpack the chaos, touching on childhood nostalgia and the recent losses of icons that hit hard. They share humorous takes on unexpected news and preview an action-packed week for the financial sector, complete with key events like the FOMC meeting. With mixed economic indicators and looming tariff deadlines, the discussion navigates the complexities of interest rates and market predictions, highlighting both humor and caution amid economic uncertainties.
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Nostalgic Icons and Memories
- JP Conklin reminisced about nostalgic figures from his youth who recently passed away, including Theo Huxtable and Hulk Hogan.
- He connected these memories with personal anecdotes like a humorous Bill Cosby speech at his graduation.
GDP Swing from Tariff Behaviors
- Quarterly GDP swings mainly reflect behavioral shifts related to tariffs, not true economic strength or weakness.
- The Fed likely looks past these oscillations when making policy decisions.
Fed's Patience Amid Inflation Uncertainty
- The Fed is unlikely to change rates in the coming meeting and is expected to remain patient amid inflation uncertainty.
- Powell likely will avoid hinting at rate cuts until clearer inflation signals emerge.