Claudia Sahm(@Claudia_Sahm):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.

Claudia Sahm

@Claudia_Sahm

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

参加 June 2014

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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.