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Michael McKee tells Bloomberg the Iran war could well still be going in October-November 2026, which matters for gasoline prices ahead of the midterms.
Well, the president has to hope we're not talking about a war in October, November, uh, which we very well could be the way things are going now.
WTI crude since this was said: ▲ +21.3% · 82.13 → 99.65 · as of 2026-09-11
Michael McKee tells Bloomberg co-host Nora that grocery price levels will not come back down in the near term; only a long run of low inflation with rising incomes helps.
Not in the near term, uh, you don't see prices go back down again, except for a few commodities.
Michael McKee tells Bloomberg the Jones Act waiver will probably lapse at some point and the Jones Act itself will survive, as it always has.
So I, I would assume that this will probably expire at some point in the Jones act will remain.
WTI crude since this was said: ▲ +21.3% · 82.13 → 99.65 · as of 2026-09-11
NeutralThe Fed
leaning · 2026-08-10
Michael McKee tells Bloomberg Fed Chair Warsh will not give a Bernanke/Powell-style policy-signal speech at Jackson Hole but will go beyond the usual background topic to make the case for his reforms.
So I don't think we're going to get a speech like that, but I think because of the questions about fed credibility that have come up recently, it will go beyond
the three hike dissents are the same April dissenters, not new hawkish momentum
“I think people are reading too much into it this time.”
how the decision concentrates in Warsh. reporter framing, deliberate hyperbole
“only one matters today and that is the new chair, Kevin Warsh”
Volcker within months; Yellen the only recent exception at 22 months. context framing of surprise risk, not a forecast
“The history of new Fed chairs is that they tend to raise rates very quickly after taking office”
the consensus he reports the day before. STANCE corrected: the survey's consensus, not McKee's call
“Eighty-seven of the 88 economists who participate in our Bloomberg survey say the Fed is going to leave rates on hold”
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