The Rate Guy

The host talks about the Dallas Cowboys' recent decisions and reflects on their lack of success. The podcast also covers economic updates, Fed speeches, inflation expectations, and the movement of treasury rates. There is a discussion on rate cut expectations and the implications of inflation data. Additionally, conservative coaching decisions in sports are compared and analyzed.

On this episode of the podcast, they discuss the odds of a Fed rate cut in March, the ups and downs of the 10 Year Treasury, and the Bank Term Funding Program. They also explore the implications of a rate cut, challenges for regional banks, and potential scenarios and concerns. Additionally, they talk about the potential for a shallow recession and the correlation between an inverted yield curve and an economic downturn.

This podcast episode of The Rate Guy discusses last week's jobs reports and its impact on Fed policy this year, including monthly revisions. The hosts also share their New Year's celebrations and goals, analyze job numbers and the unemployment rate, and discuss the case for Georgia in the playoffs. They predict a close win for Michigan in the upcoming game against Washington.

The podcast discusses predictions for 2024 including rising unemployment and yield curve inversion, doubts on unemployment and inflation, interest rates and cat prices, and reflecting on previous predictions with both correct and incorrect outcomes.

The hosts discuss inflation, unemployment, and the 10 Year Treasury. They debate the controversy over the college football playoff selection. There is a discussion on inflation progress, concerns, and revised predictions. They explore the impact of inflation forecasts on economic projections. The hosts also mention an upcoming episode teaser and sponsor mention.

In this episode, the hosts share their experiences of hosting Thanksgiving and their recent trip to New York. They discuss Black Friday spending, flaws in surveys used by the Federal Reserve, interest rates, inflation expectations, and upcoming economic data releases.

This podcast discusses China selling off US Treasuries and its impact on rates and inflation. It explores the reasons behind China's potential selling, including currency manipulation and reducing exposure to US credit. The chapter also delves into concealed holdings through custodian accounts and includes humorous comparisons and discussions on economic indicators and sports team hopes.

This podcast episode explores the potential paths the Fed might take for rate cuts in 2024. It discusses the accuracy of job growth estimates and the reliance on birth/death adjustments. The speaker also analyzes the correlation between interest rates and economic recessions/growth periods. Additionally, it highlights the economic numbers for Q3 and Q4 and speculates on upcoming Fed speeches.

On this episode of The Rate Guy podcast we talk about GOATs, in sports, in comedy...in interest rates. We also analyze economic conditions and determine which inflation cycle fromt the past are we repeating and why, this week's Fed meeting, how governtment spending is impacting treasury yields, and the biggest contributing factors to a 5% 10Y Treasury and what will need to happen for it to move back toward 4%. 

On this episode of The Rate Guy podcast, we dive into the "gangbuster" jobs report and what details to pay attention to in this week's inflation data. Curious about the Fed's game plan and how it might impact 2024 rates? We've got some theories...but definitely not the conspiracy kind! Numbers reference if the podcast. For more info check out the Pensford Newsletter.