The Rate Guy

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. 

On this week's episode of The Rate Guy we dive into big headlines. The 10 Year Treasury's flirting with 5%, GDP, Inflation, Oil, a looming recession and how that won't be enough for the Fed to start cutting...especially when they're working off stale a$$ data. Politics also got spicy with a near shutdown, but with it staying open we'll get the Jobs report and more importantly, JP will get his JOLTS report that he so loves! If you missed our Q3 Interest Rate webinar here is the link! https://www.youtube.com/watch?v=8js3C0zyUiQ

In this podcast, the hosts discuss the upcoming Fed meeting, inflation trends, the influence of foreign central banks on the 10 Year Treasury, and create parallels between economic conditions and prime time TV. They also explore the challenges of TV show scheduling, the impact of inflation data on interest rates, and the upcoming economic projections. Additionally, they delve into the effects of a weaker currency on Japan and Japanese intervention on treasure yields.

Discussion of Texas vs. Bama game, job market nuances, and inflation data implications. Speaker reflects on a personal bet, interest rates, and recent tennis events. Analysis of 9/11 memories, inflation report, and job market revisions. Insights on inflation data and upcoming Fed meeting.