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.

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!  

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. 

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.

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. 

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. 

On this episode of The Rate Guy, JP breaks down the 3 things you absolutely need to know about Kevin Warsh being nominated as the new Fed Chair and can Thom Tillis block his nomination like he said he will. 

Miss the Fed meeting today? We've got you!  We translate all the Fed-speak and highlight our favorite moments and key takeaways - like what advice J Powell has for the next Fed Chair. 

On this episode of The Rate Guy we discuss what some of you may have forgotten...the Fed meeting is this week! We cover the Supreme Court's take on the Lisa Cook case, 10T behaviours, China "dumping" Treasurys and info about caps that our floating rate borrowers might be interested in.  Here is the link for the Pensford Cap Pricer that we discussed.  See you all Wednesday night for the FOMC recap!