Stay-At-Home Macro (SAHM)

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The Fed faces a tough decision on whether to raise interest rates against the backdrop of banks in turmoil and a country with high inflation. The…
Claudia Sahm
13
Without trust, our economy stops. Without trust, there is no banking system. The turmoil of the past week has tested our trust. The Fed should help…
Claudia Sahm
15
The tale of Silicon Valley Bank and its fallout is still being written, and yet, it’s a story we know all too well. In fact, banking crises are at the…
Claudia Sahm
33
Earlier this week, Senator Elizabeth Warren pushed Fed Chair Jay Powell on what he would say to the two million workers the Fed expects will lose their…
Claudia Sahm
42
There’s a round-the-clock debate among macroeconomists about how high interest rates need to go to cool off demand and bring inflation down. Rising…
Claudia Sahm
13

February 2023

No, it cannot.
Claudia Sahm
34
Markets and macro commentators obsess over every data release and constantly shift their views on recession and inflation risks. So what will this year…
Claudia Sahm
16
Fed officials will eventually decide that they have raised interest rates enough. How they make that call is of great importance, and the Fed should…
Claudia Sahm
18
What a special day! CPI and Valentine’s Day.
Claudia Sahm
8
Here are the facts: In January 2023, the U.S. economy added 1/2 million jobs. The best way to solve a labor shortage is with labor. That’s as true now…
Claudia Sahm
2
Yesterday was Fed Day, and tomorrow is Jobs Day. Fighting inflation and fighting for paychecks. It's important to remember what we lose if we lose jobs.
Claudia Sahm
17

January 2023

Don't expect more surprises from the Fed. It's back to the standard playbook of small increases and then hold steady until inflation moves down…
Claudia Sahm
2
© 2023 Claudia Sahm
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