Bob Michael
speaker
94 appearances
7 recordings
2 series
first heard Dec 2025
last heard 21 Jan
Bob Michael’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 6.
Appearances
I think he'd be somebody very different.
Let's get a true bond markets practitioner in there who's had to live with the aftermath of Fed decisions.
Bloomberg News Now · Trump on Greenland, Netflix to Boost Program Spending, More · 20 Jan 2026
podcast
It hasn't been ratified.
Reader's number two for me.
I've known him for close to 40 years.
I think he'd be an excellent Fed chair.
I think he'd be somebody very different.
Let's get a true bond markets practitioner in there who's had to live with the aftermath of Fed decisions.
Not as bad as it could have been.
There could have been a lot more dissents in favor of no rate cuts.
When we look at things like PCE, we expected they would lower core PCE by a tenth.
They did that.
They left the unemployment rate for next year roughly where it was last year.
They did raise their expectation of GDP a couple of tenths from where it was.
So to me, that seems to be, if you want to call it a hawkish tilt, the one hawkish tilt.
And of course, adding the extent and timing of additional adjustments to rate policy going forward, that was pretty much in the market.
So I think mostly as the market expect and nowhere near as bad as the market feared.
Not as good as it could have been with more dissents.
I think if you're the administration and you're invested in this market, this is pretty much as good as it could have been other than no dissents.
I'm not sure how additional dissents make this better.
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