What podcasts say about Mike Reid

Every statement, with the speaker, the exact quote and the moment it was said.

What Mike Reid has said on podcasts

9 statements · 2 positive · 7 negative

on PPI-to-CPI pass-throughNegativeSep 10, 2026· Bloomberg Surveillance
Tariff and energy pressures will pass from PPI into CPI.
“ultimately, this is going to pass through from PPI into CPI.”
Listen at 2:42
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Federal ReserveNegativeSep 10, 2026· Bloomberg Surveillance
One Fed rate hike would not sufficiently reduce inflationary demand.
“one hike we just don't think would be enough in this case.”
Listen at 2:52
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Federal ReserveNegativeSep 10, 2026· Bloomberg Surveillance
Reducing demand-side inflation requires more than 25 basis points of hikes.
“it's going to take more than 25 basis points of hikes.”
Listen at 3:00
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Federal Reserve rate cutsPositiveSep 10, 2026· Bloomberg Surveillance
The Fed should restore at least three rate cuts if inflation persists and labor remains healthy.
“at a minimum, they should be putting at least three cuts back in”
Listen at 3:16
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on U.S. entitlement programsNegativeSep 10, 2026· Bloomberg Surveillance
Inflation-indexed entitlement programs are adding to the fiscal deficit.
“that is adding to the deficit.”
Listen at 4:17
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Federal ReserveNegativeSep 10, 2026· Bloomberg Surveillance
Fed rate hikes disproportionately harm lower-income, credit-dependent consumers.
“if you start hiking, with a blunt tool, that is going to impact those folks, again, disproportionately.”
Listen at 5:25
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Freight transportation costsNegativeSep 10, 2026· Bloomberg Surveillance
Higher freight transportation costs will pass through to goods prices.
“That's going to bleed through into the good space.”
Listen at 6:17
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on PPIPositiveSep 10, 2026· Bloomberg Surveillance
PPI is a strong indicator of trade-services pricing pressure.
“PPI is a really good indicator when you look at the trade services margins.”
Listen at 6:26
Open the episode · Bloomberg Surveillance TV: September 10th, 2026
on Goods inflationNegativeSep 10, 2026· Bloomberg Surveillance
Goods inflation will move higher if energy pressures reach CPI and PCE.
“you're going to get goods heading in the wrong direction.”
Listen at 6:44
Open the episode · Bloomberg Surveillance TV: September 10th, 2026

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.