The Rate Guy

Friday Was One of The Most Volatile Weeks On Record

On this episode of The Rate Guy we discuss the extreme volatility of last week, what it means for rate caps, the 10T and what to be on the look out from the Fed in the upcoming weeks. 

No, The Fed Wont Hike Because of Oil

The Ickiest Jobs Report in Five Years

On this episode of The Rate Guy, we break down the economic impact of the war in Iran, a weak jobs report, and what it means for oil, inflation, and the timing of the next rate cut. The cushion the economy has relied on for the past few years may be gone, and the margin for error is getting much smaller.

Tariffs, Medals, and Stoats

On this episode of The Rate Guy, JP draws some parallels between the winter olympics and happenings in the US Market. Gold, Silver, Bronze and Stoat are awarded.  Big congrats to USA Men's and Women's Hockey Teams who took home Gold this Winter Olympics! Link to Newsletter to see graphs referenced. 

CNBC Talking Heads Fall For The Job Headlines...Again

On this week's episode of The Rate Guy we discuss the SaaSpocalypse, 3 key take aways from the Jobs Report, how (& why) we are in a disinflationary environment right now and how all of that will determine if the Fed cuts this year.