Claudia Sahm
@Claudia_Sahm
macro, Fed, fiscal. creator of the Sahm rule, a recession indicator.
参加 June 2014
4.5K フォロー中 83.5K ファン
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.
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.
もっと見る
