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The Rate Guy

The Rate Guy

著者： JP Conklin
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このコンテンツについて

 The Rate Guy Podcast is hosted by JP Conklin of Pensford. It's an irreverent insight into interest rates and current markets and how they impact the Commercial Real Estate and Multifamily industries.All Material Copyright © 2020 Pensford LLC 政治・政府 経済学
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  • The Tail That Wagged The Dog

    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.

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    48 分
  • The Lingering Effects of Trust Issues

    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.

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    20 分
  • Fed Meeting Primer

    Fed Meeting Primer
    2025/05/05

    On this episode of The Rate Guy we unpack all of the data from last week; Inflation, GPD, Jobs. And cautiously break down what to expect at this week's Fed meeting. The uncertainty bends are proving to be true as the market has a 50/50 chance of a cut at June's meeting....flip a coin?

    We also talk tariffs since we've never seen a tariff shock like this before, making it even more unpredictable. Mohammed El-Erian said it in the nicest way possible, "Markets are underestimating the depth and duration of this trade reset.”

    If you want to see the graphs referenced, you can see this week's newsletter here.

    And you can easily subscribe to the Pensford Newsletter here.
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    21 分

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