エピソード

  • Fed Meeting Recap
    2026/06/17

    On this episode of The Rate Guy we recap today's FOMC meeting and cover any happenings, surprise statements and of course Warsh's tie color.

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    18 分
  • Our First Warsh Fed Meeting Wednesday
    2026/06/14

    On this episode of The Rate Guy, we talk about last week's jobs number, Warsh's first ever Fed meeting, what position are traders pouring into at a historic level and how a resolution in Iran affect the 10T.

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    19 分
  • What Would Cause The Fed To Hike This Year
    2026/05/26

    On this episode of The Rate Guy we take a trip down memory lane. Revisiting similar economic times in history to build a framework for what the Fed might do this year. We take a look at GDP, Money Supply, Inflation, Oil...all of the key touchpoints and which of those we should be payint the most attention to.

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    40 分
  • What Brings Rates Back Down?
    2026/05/18

    On this episode of The Rate Guy we discuss what the Market is laser focused on right now and what needs to happen to bring relief to the 10T.

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    21 分
  • Headline Jobs Added 115k, But Lost 424k Full Time Positions
    2026/05/11

    We're back baby and we're excited about it....well JP's not, but he's got no choice.

    Today we talk about inflation, Jobs, the new Fed chair, 10T, Caps, Raising interest rates....all of the things!

    Thanks for your patience with us during our haitus, we break down why during the first 4 minutes.

    See you next week!

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    29 分
  • Friday Was One of The Most Volatile Weeks On Record
    2026/03/23

    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.

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    12 分
  • No, The Fed Wont Hike Because of Oil
    13 分
  • The Ickiest Jobs Report in Five Years
    2026/03/08

    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.

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    24 分