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.
…
continue reading
1
The Fed is Cutting and the T10 is Surging?
35:03
35:03
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
35:03
We're baaaaack! On this week’s episode of The Rate Guy, we talk about why we can’t take vacations! We step away for a moment, and everything goes haywire. An exasperated JP dives into the current market craziness, and reassures everyone that we're back for a while, and things will (hopefully) settle down. Tune in as we break down Core PCE, GDP fore…
…
continue reading
1
The Fed is Still Cutting in November
16:39
16:39
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
16:39
On this episode of The Rate Guy we discuss how to view the latest Jobs print and how it won't impact the Fed's move in November. FYI the graph is full of orange representing the Unexplained Employment.(not red as Sarah remembered on the podcast) To view in the Pensford newsletter click here.
…
continue reading
On this episode of The Rate Guy, we break down the latest economic data, including inflation, jobs reports, GDP. GPI, and why the Fed might be boxed in on rate cuts. Tune in for all the insights and our take on what’s next. Plus, JMo finally conceded defeat on our inflation bet, and we unveil his identity!…
…
continue reading
1
The Fed Should Cut 50bps This Week, but They Won't
21:44
21:44
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
21:44
On this episode of The Rate Guy, we’re keeping it short and sweet. We’re prepping for Wednesday’s rate cut decision and breaking down 7 reasons why the Fed won’t go for a 50bps cut, despite market hopes. We’ll also touch on what you might want to do with caps ahead of the meeting. Here is the link to register for the Q3 Interest Rate Webinar that y…
…
continue reading
In this episode of The Rate Guy, we discuss why cutting rates to 3.25% might be the right move for the Fed. Fed Chair Powell recently stated at Jackson Hole, “We do not seek or welcome further cooling in labor market conditions,” which has huge implications for future rate cuts. With job gains averaging just 116k per month, we break down why the be…
…
continue reading
1
The Fed Is Cutting No Matter What NFP Says
22:51
22:51
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
22:51
On this episode of The Rate Guy, we discuss the latest inflation data, why the Fed will cut rates, regardless of what Friday's Non-Farm Payroll (NFP) report reveals and what may influence a 50bps cut instead of 25bps. We also address concerns about the economy heating up again when the Fed starts cutting and why that's not going to happen. Link to …
…
continue reading
1
The Fed Might Cut 50bps Next Month
18:04
18:04
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
18:04
Football season is back, and so is JP's trash talk! In this episode of The Rate Guy, we touch on some friendly (or not-so-friendly) college football banter and dive into the real game: Fed policy moves. With Powell signaling a rate cut next month and the labor market's true strength under scrutiny, we break down what this means for the economy. We'…
…
continue reading
1
I'm Getting to Jackson Hole One Way or Another!
20:06
20:06
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
20:06
On this episode of The Rate Guy we discuss this week's Jackson Hole meeting where the theme is “Reassessing the Effectiveness and Transmission of Monetary Policy.” We talk about some of the things they might touch on and how the market may react. We also discuss the consumer spending situation; why it's not as rosy as the number suggests and why th…
…
continue reading
On this week's episode of The Rate Guy we get a little creative and compare Olympic athletes to players in the Interest Rate game. On the heels of a couple data heavy weeks, we hope this is a breathe of fresh air for you all. And you may be asking, there's a connection between the Australian "break dancer" and interest rates!? Yep, there sure is!…
…
continue reading
1
On A Long Enough Timeline, JP Is Always Right
32:53
32:53
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
32:53
In this episode of The Rate Guy Podcast, we dive into the concept of the "JP Rule"—the idea that, given enough time, JP is always right—and compare it to the established Sahm and Taylor economic rules. We also cover one of the most significant economic weeks in recent memory, possibly since the Fed began hiking rates. There’s a lot to discuss this …
…
continue reading
1
Fed Meeting Primer and JMo Update
22:50
22:50
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
22:50
On this episode of The Rate Guy we discuss what to expect at this week's upcoming Fed meeting, jobs report and what impact those may have on rates and cap pricing. JP also gives an update on the JMo wager!
…
continue reading
On this week's episode of The Rate Guy, we discuss the upcoming FOMC meeting and its potential impact on interest rates. We'll cover market updates, dive into recent Fed speeches and we'll continue our Cap conversation exploring cap pricing scenarios and the effects of market volatility. The good article referenced was by WSJ journalist Greg Ip lin…
…
continue reading
On this episode of The Rate Guy we dive into last week's CPI report, how it may impact rate trajectory, how cap prices may behave in a falling rate environment and what strategies you should be considering for your upcoming caps.Oleh JP Conklin
…
continue reading
1
Jobs Market Hotter Than Orlando Pavement in July
20:01
20:01
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
20:01
On this episode of The Rate Guy we discuss the "HOT" jobs data, the upcoming inflation data, Powell's testimony and the liklihood of Fed cuts this year. As always you can read the Pensford Newsletter here.Oleh JP Conklin
…
continue reading
1
The Data Can Stay Irrational Longer Than You Can Stay Solvent
27:42
27:42
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
27:42
On this episode of The Rate Guy Podcast we dig a little deeper into the recent Jobs Report and discuss the underlying data that should be getting attention, CPI, the ECB cutting and how all of that may affect this week's Fed meeting.Oleh JP Conklin
…
continue reading
On this episode of The Rate Guy we’re breaking down the Core PCE numbers and JMo's wager tracker—are we heading to the Caribbean or not? Plus, we explore why the Fed might be shifting its focus from inflation to jobs, the implications of recent job reports, and what Friday's labor data could mean for future rate cuts. Join us as we take a closer lo…
…
continue reading
On this episode of The Rate Guy we discuss all things inflation, the cracks that Jay$ (Jerome Powell) may be paying closing attention to and the probability of rate cuts and why JP thinks that could be wrong. If you haven't already, subscribe to the Pensford Newsletter to see visuals that we reference in the podcast, as well as any breaking news we…
…
continue reading
1
The Last Mile - Jay$'s Inflation Rap Battle
29:27
29:27
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
29:27
On this episode of The Rate Guy we break down the different AI models, their strengths/weaknesses and origins that you might not know. We then dive into interest rate talk, the small exhale the market experienced last week, odds of a rate cut this year, info around the bid to cover ratio (linked article referenced) and we cap it off with an AI reco…
…
continue reading
1
QT Tapering For Dummie (and you, too!)
26:07
26:07
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
26:07
On this episode of The Rate Guy we discuss the most overlooked takeaways from the Fed meeting, QT tapering, how the 10T is affected and what the jobs report is telling us. To check out the graphs referenced read the Pensford Newsletter here.Oleh JP Conklin
…
continue reading
1
15 Years Flies When You're Having Fun
43:23
43:23
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
43:23
Happy 15 years to Pensford! On this episode of The Rate Guy we take a walk down memory lane with JP. Hearing about the times he thought Pensford was going under, where the name comes from, our competitors and most importantly our team. If you want to skip the story and get straight to the FOMC meeting, inflation and jobs talk, fast forward to the 3…
…
continue reading
On this episode of The Rate Guy we discuss why we should not be freaking out over inflation, why JP still things the Fed is cutting, how transportation costs have affected Supercore and which direction wage growth is trending. Check out the Pensford Newsletter for graphs/links referenced. And for those interested in checking out JP's Eagles Spite S…
…
continue reading
On this episode of The Rate Guy, we dive into the latest economic data releases and what they reveal about the current state of inflation and monetary policy. We'll break down the recent CPI and PPI figures, discuss what move Powell may regret, what the Fed might do from here, and analyze the potential impact. For those that want to check out more …
…
continue reading
1
Labor Market Strength or Just Different?
36:21
36:21
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
36:21
On this episode of The Rate Guy, we tackle the unexpected fallout from last week's April Fools' joke podcast/newsletter that sent rates soaring. IT WAS A JOKE, PEOPLE! We'll dissect recent labor market reports, if Bloomberg Chief U.S. Economist Anna Wong could be right about the high end of unemployment, the impact of fiscal stimulus, and what the …
…
continue reading
On this episode of The Rate Guy, JP recognizes the errors of his ways and faces all of the things he's been looking at totally wrong. Want to read as well? Check out his Pensford Newsletter.
…
continue reading
On this episode of The Rate Guy, we're tackling the latest on the Fed, the surprising bank funding stats, and what it all means for the economy. We’ll break down this week’s keyand what they signal for future rate cuts. Plus, we’re setting the scene for our big quarterly webinar and the Fed meeting. Tune in for a clear-ish take on where we’re at an…
…
continue reading