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The Rate Guy
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JP Conklin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 JP Conklin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
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121 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2892959
JP Conklin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 JP Conklin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
121 에피소드
모든 에피소드
×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.
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The Rate Guy

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 .…
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The Rate Guy

1 Trump Blink Counter : 2 and Special Guest Interview with J Mo 1:14:39
1:14:39
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좋아요1:14:39
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.…
On this episode of The Rate Guys we talk about how last week the 10 Year Treasury spiked, the dollar slipped, and headlines claim the world is ditching the U.S. JP breaks down what really happened — and why it’s probably not about deficits or de-dollarization. From CPI cooling to basis swap unwinds, it was one of the wildest weeks of JP’s career. He explains the chaos, calls out the hype, and reminds us: reducing exposure isn’t the same as betting against the U.S. To check out the graphs referenced - check out the Pensford Newsletter…
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The Rate Guy

This week's episode of The Rate Guy is dedicated to tariffs, tariffs and more tariffs. Trying to make sense of what they'll do to interest rates, what is keeping us up about them and the 2 things that will make the Fed start cutting rates in June.
This week’s episode explores The Uncertainty Bends™ —a not-so-scientific condition where markets, like vacationers, decompress too fast and suffer the consequences. With consumer confidence plunging, discretionary spending slowing, and the Fed stuck between inflation and recession fears, signs point to growing instability. We unpack: The latest on interest rates and consumer behavior Why sentiment may be flashing recession signals What’s driving economic uncertainty—and how long it could last Also, somehow this marks 5 years of podcasting unfiltered, occasionally accurate, and questionably useful economic insights. Thanks for listening (and surviving) with us!…
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The Rate Guy

1 Is the Labor Market the Frog in the Boiling Pot of Water? 29:52
29:52
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좋아요29:52
On this episode of The Rate Guy we talk tariffs, recession, GDP and of course Jobs, and why the number may be scarier that we think. Here is the SOS Recession Indicator that JP references as well as the sweet cardboard cut out of Saquon leaping backwards over J. Powell! Thanks Craig!
What if the Fed's inflation target was a range of 2%-3% instead of a hard 2%? Would the market be as anxious? Core PCE is at 2.6%—inflation may not be fully defeated, but it’s contained enough for the Fed to shift focus. Meanwhile, money supply is rising, but without velocity, it’s just sitting on the sidelines. The real driver of inflation? Money changing hands—something we’ll be watching closely. Plus: The Atlanta Fed's GDP forecast just fell off a cliff—from 4% growth to -1.5%. The culprit? Tariffs. Job market warning signs: layoffs, spending freezes, and consumer pullback. Treasury yields react post-Eagles Super Bowl win—are we headed back below 4%? It’s all in this week’s episode.…
On this episode of The Rate Guy we lay out two lists. The first is our Top 10 favorite things from going to the Super Bowl. And then 59 reasons why the 10 Yr Treasury will fall to 4%. All of the reasons may or may not be directly related, but you can be the judge of that!
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