George Noble's contrarian rates call: rate cuts won't rescue stretched equity valuations — with core CPI running 2.4% y/y, a 5.36% 30Y, and 87% odds of a Fed HIKE Wednesday, the episode's thesis is that 'rates aren't coming to save you.'
| Show | Noble Update |
| Episode | Rates Aren't Coming to Save You |
| Host | George Noble |
| Published | 2026-09-12 |
| Duration | 48 min |
| Fidelity | [metadata-only] |
| Stance | NEUTRAL |
| Listen | Episode link ↗ |
George Noble's contrarian rates call: rate cuts won't rescue stretched equity valuations. Read against the window's tape — core CPI 2.4% y/y with a hot 0.3% m/m, the 30Y at 5.36% (highest since June 2004), 87% odds of a Fed hike Wednesday per CME FedWatch — the episode's thesis is that 'rates aren't coming to save you,' and equity holders shouldn't count on monetary relief.
Metadata-only entry — no actionability call. Full brief pending transcript.
Metadata only: show, title, and link. No transcript or audio was available, so this entry carries tags and a short abstract only — no key math, no thesis-impact call, no stance implied.