GSP Insights

Tariff Volatility Cools During 90-Day ‘Pause’; Powell Refuses to Confirm ‘Fed Put’

Tariffs Announced, Stocks Crash, Bond Yields Drop, Risk Spreads Widen: Is the ‘Fed Put’ in Play?

Multifamily Lending Platform—NO Pre-Pay Penalties 

“Cooler than Expected” CPI and “Dovish” Fed Speak Drive Yields Down  

“Very Hot” Jobs Report Upends Rate Cut Expectations, 10-Year Treasury Spikes to 4.78%  

“Goldilocks” Jobs Report Provides “Permission Structure” for December Rate Cut (Then What?)…Treasuries Rally  

Powell Indicates Fed in “No Hurry” As Labor Market Strength and “Bumpy” CPI/PPI Lessens Rate Cut Urgency, 10-Year Treasury Tests 4.50% Resistance Level

Fed Cuts 25 bps, Powell Talks Jobs (Including His Own), Control of House of Representatives Hangs in Balance 

PCE Data Barely Moves Markets as Jobs Report and Election Loom…Oil and Bond “Divergence” Could Point to Term Premium