Michael Gapen

Michael Gapen

Person

Heard in 1 episode across 1 show since Sep 2026

Michael Gapen is a U.S. economist who has served as Chief U.S. Economist and head of U.S. Economics research at major financial institutions, including Bank of America and Morgan Stanley. Based in New York, he is known for his analysis of the U.S. economy, monetary policy, inflation, and financial markets.

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Episodes

1
across 1 show

First heard

Sep 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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Oct 20260

What Michael Gapen has said on podcasts

8 statements

  1. on U.S. inflation and cost of livingNegativeSep 25, 2026· Bloomberg Surveillance

    Second-round energy effects will keep inflation and living costs concerning in 2027.

    “it's increasingly likely we're going to get second round effects that mean inflation, affordability, the cost of living remains a concern in 2027.”

    Listen at 3:32

    Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
  2. on AI spending growthNegativeSep 25, 2026· Bloomberg Surveillance

    AI spending growth will slow in 2027, weakening the AI investment narrative.

    “we think it'll be coming in 2027 where some of the edge comes off of the narrative.”

    Listen at 4:36

    Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
  3. on Federal Reserve interest-rate hikesNegativeSep 25, 2026· Bloomberg Surveillance

    Markets are pricing three to four additional interest-rate hikes.

    “markets are pricing in three to four additional hikes”

    Listen at 5:31

    Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Michael Gapen, newest first