Bond Buying Baby

On this week's episode of The Rate Guy we discuss this week's inflation data, GDP, the effect of the Big Beautiful Bill on the 10T and could QE be an option to cutting rates. 

On this episode of The Rate Guy we talk about the Job data and why it's skewed - per usual. We also discuss when and why the next rate cut may come, plus where the 10T will be at the end of 2025. Thoughts and prayers to our friends in Texas and the victims of the devistating flood. Wishing you the strength as you navigate really tough territory.  

On this episod of The Rate Guy we discuss Jobs, Inflation, GDP and what options traders are flocking to at the moment and why. 

On this episode of The Rate Guy we talk about how markets are responding to the Iran conflict, how it could affect inflation and the Fed's next move as we look at the last half of 2025. 

On this episode of The Rate Guy, we talk about who might replace Jay$ as Fed Chair and what that could mean for the future of monetary policy. Then JP dusts off his crystal ball to give his outlook on where the Fed and interest rates are headed over the next 12 months.

On this episode of The Rate Guy, we break down the latest jobs report. We unpack what the numbers really signal, what that means for inflation, and why the Fed isn’t reaching for the rate cut lever just yet. Plus, you know we have to talk about what went down this past week; a Twitter showdown for the ages. Buckle up.

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.   

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. 

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.

On this episode of The Rate Guy we discuss the back and forth around Jerome Powell's fate and the impact that has had on the Market. After that we have a special interview with the great friend and even better sport, Jon Morris aka JMo. We hear his thoughts on career, current markets and where our industry is headed.