13. S03:E02 – What Lurks in the Shadows?
The Mortgage Guru has a fresh new look with a full video recording of me, as I riff in real time about the week …
12. S03:E01 – Did The Fed Slay Inflation?
The new year decided to start with a bang! After a two-punch strike, from the NFP employment data and the ISM Services Sector report, …
11. Ep. #11: The Fed Strikes Back and Hikes Rates Again
The Fed strikes back against animal spirts and investors front-running the potential of a pivot. The Fed raised the overnight lending rate once again …
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10. Ep. #10: The Fed Hikes but Mortgage Rates Drop
It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP. The bond market rallied after the Fed …
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9. Ep. #9: Red Hot Inflation is Cooking the Economy
The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the …
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8. Ep. #8: Will Fed Rate Hikes Pop the Housing Bubble?
Bond markets were already giving up a portion of the previous week’s big gains before a strong NFP Jobs Report sent the benchmark 10-year …
8. Ep. #8: Will Fed Rate Hikes Pop the Housing Bubble? Read More »