I Love the Smell of Capitalism in the Morning

Update: 2025-11-09

Description

On this episode of The Rate Guy, we talk about JP's love of all things Texas (well, maybe not the lobster mac & cheese), dig into the latest private-sector jobs data, and break down where we see interest rates heading in 2026 — plus why the impact on the 10T looks completely binary.

Comments

In Channel

Cap Pricing As The Fed Cuts

2024-07-1415:34

The Data Can Stay Irrational Longer Than You Can Stay Solvent

2024-06-1027:42

J-Money's Last Rate Cut?

2025-12-1012:12

A Cut This Week But None Next Year?

2025-12-0818:00

My Thanksgiving List - Markets Edition

2025-11-2316:56

I Love the Smell of Capitalism in the Morning

2025-11-0923:06

Quick Fed Meeting Take Aways

2025-10-2906:57

The Fed Might Not Cut At All in 2026

2025-10-2623:29

What Pushes the 10T to 3.62%

2025-10-1919:50

The Fed Will Cut Even if the Govt is Still Shut Down

2025-10-1320:52

Introducing the PLS…Pensford Labor Statistics!

2025-10-0617:40

The Aftermath of the Fed Meeting

2025-09-2118:10

7 Fed Members Thought They Wouldn't Be Cutting This Week

2025-09-1528:59

Friday's Jobs Report Means The Fed is Already Behind the Curve

2025-09-0725:22

The Fed's Real Focus

2025-08-3127:53

Special Jackson Hole Edition

2025-08-2217:43

Revision Chickens Come Home to Roost

2025-08-0327:02

Put Your Hard Hats On, It's Going to be a Crazy Week

2025-07-2723:55

Bond Buying Baby

2025-07-1417:09

The Big Beautiful Job Market

2025-07-0614:58

00:00

1.0x

I Love the Smell of Capitalism in the Morning

#box-pro-ellipsis-176544068260563{-webkit-line-clamp:2;}I Love the Smell of Capitalism in the Morning

I Love the Smell of Capitalism in the Morning

JP Conklin

I Love the Smell of Capitalism in the Morning