Mike Gapen
speaker
88 appearances
1 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Mike Gapen’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Our view is that inflation will moderate enough to keep the Fed where it is, but obviously the risk is that doesn't happen later this year.
The Fed still has to come back and raise rates.
That's our expectation, is that we feel like disinflation is coming.
We feel like we've gotten a strong enough signal for that.
If so, we think the Fed will roll into each meeting and just decide to stay where they are.
Obviously, the risk to our view is that that's not true.
Inflation stays firm and we get rate hikes later this year.
Thank you.
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