エピソード

  • Bond Buying Baby
    2025/07/14

    On this week's episode of The Rate Guy we discuss this week's inflation data, GDP, the effect of the Big Beautiful Bill on the 10T and could QE be an option to cutting rates.

    続きを読む 一部表示
    17 分
  • The Big Beautiful Job Market
    2025/07/06

    On this episode of The Rate Guy we talk about the Job data and why it's skewed - per usual. We also discuss when and why the next rate cut may come, plus where the 10T will be at the end of 2025.

    Thoughts and prayers to our friends in Texas and the victims of the devistating flood. Wishing you the strength as you navigate really tough territory.

    続きを読む 一部表示
    15 分
  • Wall Street Meet Socialism
    2025/06/30

    On this episod of The Rate Guy we discuss Jobs, Inflation, GDP and what options traders are flocking to at the moment and why.

    続きを読む 一部表示
    17 分
  • The Uncertainty Bends Continue
    2025/06/22

    On this episode of The Rate Guy we talk about how markets are responding to the Iran conflict, how it could affect inflation and the Fed's next move as we look at the last half of 2025.

    続きを読む 一部表示
    14 分
  • What The Fed Will Do This Week (and The Next 12 Months)
    2025/06/15

    On this episode of The Rate Guy, we talk about who might replace Jay$ as Fed Chair and what that could mean for the future of monetary policy. Then JP dusts off his crystal ball to give his outlook on where the Fed and interest rates are headed over the next 12 months.

    続きを読む 一部表示
    24 分
  • Jobs, Schmobs
    2025/06/08

    On this episode of The Rate Guy, we break down the latest jobs report. We unpack what the numbers really signal, what that means for inflation, and why the Fed isn’t reaching for the rate cut lever just yet. Plus, you know we have to talk about what went down this past week; a Twitter showdown for the ages. Buckle up.

    続きを読む 一部表示
    23 分
  • The Tail That Wagged The Dog
    2025/05/26

    On this episode of The Rate Guy we discuss the mini-revolt happening at the long end of the curve, how tariffs are effecting the deficit and how sometimes the best cure for inflation is inflation.

    続きを読む 一部表示
    48 分
  • The Lingering Effects of Trust Issues
    2025/05/19

    On this episode of The Rate Guy we talk about consumer sentiment of the top 10%, inflation's current status and how tarrifs are affecting the economy as a whole.

    続きを読む 一部表示
    20 分