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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One of the reasons that the Atlanta Fed GDP now number is so strong is because imports collapsed in October after so much stuff was pulled forward.
And now it looks like we're getting much more of the kind of trade balance we have been getting in the past.
Remember, it came in at $29.2 billion, an extraordinarily low number when first reported for October.
The number is, for November, 56.8.
It's time to basically bring the Model S and X programs to an end with an honorable discharge.
Because we're really moving into a future that is based on autonomy.
Typically, I hear Caterpillar and I think of these big yellow tractors, but it actually makes equipment that's benefiting from the AI boom.
Obviously that the Fed is not going to be in any hurry to cut interest rates again.
Probably we won't get another rate cut under Jay Powell unless there's some surprise in the data.
Well, I think we got the answer to whether Jay Powell would talk politics or policy.
He focused on policy, tried to stay away as much as possible from politics.
When I asked him and Nick Timmeros from The Wall Street Journal asked him and then he was asked about the dollar.
All three of us got sort of the Seinfeld answer.
No soup for you.
He's not going to talk about that issue right now.
In terms of policy, however, he seemed to be a little bit stronger on the outlook for the economy than his feelings about
what rates would be doing.
He didn't give us any indication that rates would be going down, but he didn't give us any indication that they think they're at neutral.
He suggested we're at the high end of it, which would leave you open to a rate cut if you were able to.
In other words, if inflation is going down and unemployment calls for it.
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