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The Fed gets to be boring for now
The Fed’s meeting yesterday lived up to expectations: boring.
Jan 30
•
Claudia Sahm
64
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The Fed gets to be boring for now
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6
December 2024
The Fed's Summary of Economic Projections isn't living up to its promises
On December 18th, the Fed officials voted to reduce the fund’s rate by 25 basis points, tightened their forward guidance on future cuts, and issued a…
Dec 30, 2024
•
Claudia Sahm
67
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The Fed's Summary of Economic Projections isn't living up to its promises
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13
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, 2024
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Claudia Sahm
73
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Why is growth so good and how do we keep it going?
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9
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, 2024
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Claudia Sahm
119
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The reckoning with inflation
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43
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, 2024
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Claudia Sahm
50
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Who's afraid of a negative payroll print?
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13
Ones to watch
I'm honored to be part of the MarketWatch 50 for 2024.
Oct 20, 2024
•
Claudia Sahm
65
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Ones to watch
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15
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, 2024
•
Claudia Sahm
137
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It's harder to find work and that's unacceptable
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92
September 2024
Fifty
The Federal Reserve is widely expected to reduce its policy rate on Wednesday.
Sep 16, 2024
•
Claudia Sahm
76
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Fifty
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25
Labor market conditions.
Tomorrow is the jobs report for August 2024.
Sep 6, 2024
•
Claudia Sahm
49
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Labor market conditions.
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2
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, 2024
•
Claudia Sahm
54
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Looking back to look forward: Jackson Hole preview
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July 2024
Cut
It's time.
Jul 31, 2024
•
Claudia Sahm
57
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Cut
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5
Sahm-thing more on the Sahm rule
The rise in the unemployment rate has raised concerns about the possibility of a recession, but the story is not as simple as the usual rules of thumb.
Jul 26, 2024
•
Claudia Sahm
95
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Sahm-thing more on the Sahm rule
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