Michael McKee

speaker
1,106 appearances 198 recordings 2 series first heard Aug 2025 last heard 15 Sep

Michael McKee’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
40 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 195 in all, peaking in Jan 2026 with 40.

Appearances

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Well, transportation was the biggest, and that was largely due to UPS announcing 30,000 job cuts, followed by Amazon and their 16,000.
But health care, which is an unusual one to be in this category, was also big.
Manufacturing PMI at 52.6, that's up from 47.9.
We were expecting a 48.5 reading, so expecting contraction and getting expansion there.
New orders is 57.1 from 47.4, so that's a big change.
Production, 55.9 from 50.9.
Employment still contracting, 48.1, but that's up from 44.8, so not as bad.
Let's be clear.
We don't know really where Kevin is going to go with things.
He's kind of
pivoted a little as he's interviewed and some of his stuff post-Fed has been a little bit critical of the Fed mission creep, talking about balance sheet too large.
Obviously, there's things now that he needs to clarify.
And the street, as we're seeing from the initial price reaction, is unclear.
Fed critic, and he has a hawkish reputation.
But recently, he's been talking about how AI and the big spending on capital equipment, along with the president's deregulatory efforts, will make it possible to have faster growth with lower inflation.
So he may be able to sell the president on interest rates coming down because of that.
He does want the Fed to concentrate on inflation, and he does want a smaller balance sheet.
So I don't think we're going to get QE from him to affect the long
He has experience, a monetary policy experience, because he was on the Fed from 2006 to 2011.
He's also well known on Wall Street.
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