Stay-At-Home Macro (SAHM)
Subscribe
Sign in
Home
Notes
Archive
About
Page not found
New
Top
Discussion
Clarification on Connecting the dots: March FOMC edition
I updated the “In closing” section above the paywall based on a reader’s question. I explain more clearly why the “do nothing” to the dot plot would be…
Mar 19
•
Claudia Sahm
11
Share this post
Clarification on Connecting the dots: March FOMC edition
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
6
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…
Mar 19
•
Claudia Sahm
17
Share this post
Connecting the dots: March FOMC edition
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
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…
Mar 11
•
Claudia Sahm
27
Share this post
March 11: Past, present, and future
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
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…
Mar 4
•
Claudia Sahm
32
Share this post
RSVP to the Fed's pool party on July 31
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
5
February 2024
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…
Feb 27
•
Claudia Sahm
45
Share this post
Big fiscal is a big win for Americans
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
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…
Feb 9
•
Claudia Sahm
45
Share this post
The Fed is only looking to past inflation, and that's a problem.
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
4
January 2024
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…
Jan 24
•
Claudia Sahm
65
Share this post
The "worst possible outcome" for the Fed is an unnecessary recession, not reversing a cut
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
30
Lights on the runway for the soft landing
The Fed faces tough decisions, geopolitics and commodity markets are a wild card, and it's an election year. There's a lot that could go wrong…
Jan 11
•
Claudia Sahm
71
Share this post
Lights on the runway for the soft landing
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
10
December 2023
The Fed, inflation, and soft landing road show
This week, I had the privilege to do interviews on CNBC, Yahoo Finance, and Fox Business. Today’s post shares clips from each and some highlights. There…
Dec 28, 2023
•
Claudia Sahm
85
Share this post
The Fed, inflation, and soft landing road show
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
23
Wishing you and your family a joyous and merry Christmas!
It’s a wonderful Christmas present to have you here. I hope Stay-At-Home Macro (SAHM) brings you joy all year. It does me. #PuffiSays I love you all…
Dec 25, 2023
•
Claudia Sahm
69
Share this post
Wishing you and your family a joyous and merry Christmas!
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
6
We are landing this plane, softly.
The past three years have been miserable. And we are coming out of the clouds. The soft landing is getting real. Nothing is guaranteed, but wow, we…
Dec 19, 2023
•
Claudia Sahm
66
Share this post
We are landing this plane, softly.
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
20
The Wild Ride Is Not Over: When Will the Fed Cut and Does It Matter?
Tomorrow is the last #FedDay for 2023. We are on the glide path to the soft landing, and it's important that the Fed not create turbulence.
Dec 12, 2023
•
Claudia Sahm
44
Share this post
The Wild Ride Is Not Over: When Will the Fed Cut and Does It Matter?
stayathomemacro.substack.com
Copy link
Facebook
Email
Note
Other
17
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts