Archive - Stay-At-Home Macro (SAHM)

Why is growth so good and how do we keep it going?

My interview on Bloomberg this morning started with a trillion-dollar question:

Dec 2 •

November 2024

The reckoning with inflation

Many are tying the Democrat losses in the election to high inflation in recent years. There's some truth to that, but it's complicated and it's crucial…

Nov 11 •

October 2024

Who's afraid of a negative payroll print?

Jobs Day will likely be messier than usual with recent hurricanes and a strike weighing temporarily on payrolls. Even with solid underlying growth the…

Oct 29 •

I'm honored to be part of the MarketWatch 50 for 2024.

Oct 20 •

It's harder to find work and that's unacceptable

Companies aren’t so worried that they’re letting a lot of people go, but they’re also not so confident that they’re hiring a lot of people.

Oct 8 •

September 2024

August 2024

Looking back to look forward: Jackson Hole preview

Fed Chair Jay Powell will deliver his annual remarks this Friday at the Fed’s Jackson Hole Economic Symposium. With the Fed poised to start its…

Aug 19 •

July 2024

June 2024

Inflation, Inflation, Inflation

Last week, we learned more about inflation. It was good news, but not good enough for the Fed and certainly not for the American people.

Jun 4 •

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