Stay-At-Home Macro (SAHM)

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All good things in moderation: Fed communication needs a reboot
Communication policy is a powerful tool for the Fed, but it's become overpowering. Hearing from the Fed is a good thing, but too much of a good thing is…
 • 
Claudia Sahm
19
Sticky is not stuck: inflation
Inflation. Inflation. Inflation. It's been a rough start to the year on inflation, but it's not all bad news. Most importantly, it shows a path forward…
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Claudia Sahm
5
The Labor Market Is Strong
In March 2023, the U.S. labor market continued its rock solid push forward, with 303,000 more jobs and the unemployment rate back down to 3.8%. Are…
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Claudia Sahm
36
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I was right.
 • Claudia Sahm
42
The Fed is only looking to past inflation, and that's a problem.
 • Claudia Sahm
4
Most Americans are better off financially now than before the pandemic
 • Claudia Sahm
65
Sticky is not stuck: inflation
 • Claudia Sahm
5
RSVP to the Fed's pool party on July 31
 • Claudia Sahm
5
Big fiscal is a big win for Americans
 • Claudia Sahm
25
No, you didn't invent the Sahm rule and that's ok, we need more tools!
The Sahm rule has gotten more attention recently and predictably that has come with questions about who created it. I did. Now is a good opportunity to…
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Claudia Sahm
26
Connecting the dots: March FOMC edition
The Fed won't do anything to its policy interest rate this week. But its 'words and dots' could raise interest rates for consumers and businesses…
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Claudia Sahm
8
March 11: Past, present, and future
Four years ago, the harsh reality of Covid hit the United States; the bottom fell out for millions of lives and livelihoods. We're in a far better place…
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Claudia Sahm
14
RSVP to the Fed's pool party on July 31
The timing of the Fed's first cut is the question in markets. Chill. Fed officials are all over the map on willingness to cut and demand more data. July…
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Claudia Sahm
5
Big fiscal is a big win for Americans
The past four years have been a mix of tragedy, fear, anger, and recovery. We're so close to the other side of it, and most families are even better off…
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Claudia Sahm
25
The Fed is only looking to past inflation, and that's a problem.
Chair Powell has taken March off the table for the first rate cut, implying that the Fed wants at least nine months of good inflation data before even…
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Claudia Sahm
4
The "worst possible outcome" for the Fed is an unnecessary recession, not reversing a cut
The Fed must decide when and how much to cut rates this year. Several Fed officials in recent weeks have said they will move slowly. What are they…
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Claudia Sahm
30
Stay-At-Home Macro (SAHM)
Stay-At-Home Macro (SAHM)
My goal is to make economic policy and macroeconomics better.
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