Claudia Sahm(@Claudia_Sahm):Tomorrow’s CPI is important but not the only data we got this week (like diesel hitting $6). Upside risks to inflation are rising. My post on why I moved from hold to hike.

Claudia Sahm

@Claudia_Sahm

macro, Fed, fiscal. creator of the Sahm rule, a recession indicator.

Joined June 2014

4.5K Following 83.5K Followers

Claudia Sahm@Claudia_Sahm

2026.09.10 21:31

Tomorrow’s CPI is important but not the only data we got this week (like diesel hitting $6). Upside risks to inflation are rising. My post on why I moved from hold to hike.

Claudia Sahm@Claudia_Sahm

2026.09.07 21:50

Hike or hold? That's the question for next week's Fed meeting. New post on why I moved from hold to hike: I'm no longer confident inflation will get back to 2% in the next year or two without the Fed acting. The upside risks: energy, tariffs, and the AI buildout.