Claudia Sahm

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macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a highly accurate recession indicator.

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Tweet Apr 30, 2023

The Fed will not pivot The Fed will hike another 25 basis points this week, and Powell will signal that's likely the last rate hike this year, and the Fed will not cut rates this year. Believe him. 🧵 twitter.com/Claudia_Sahm/status/16527767763707330

by Claudia Sahm

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Tweet May 7, 2023

Wonky as for help. I was asked in an interview last week how much profits were contributing to inflation. My 'it's complicated' reply is not so satisfying. And Chair Powell's 'it's not complicated' reply isn't either. So what do our workhorse mode

by Claudia Sahm