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Who will be in charge of interest rates?
Fed independence is a question of power.
Sep 4
•
Claudia Sahm
79
21
Framing up the next move in monetary policy: Powell at Jackson Hole
The main event of the week in economic policy may sound bland: “Economic Outlook and Framework Review.” However, Fed Chair Powell’s speech on Friday at…
Aug 18
•
Claudia Sahm
78
24
Job growth has slowed sharply; the question is why
After an avalanche of data last week, there are more signs of a slowing economy.
Aug 5
•
Claudia Sahm
183
45
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Brick by brick: Fed independence
Two foundational protections of the Fed’s independence in monetary policy are under threat: the tenure of Fed officials and the control of its budget.
Jul 24
•
Claudia Sahm
78
12
Stagflation Summer
The summer months should bring more clarity on how President Trump’s economic policies are affecting the economy.
Jul 2
•
Claudia Sahm
93
14
What are inflation surprises telling us about tariffs?
[Updated on June 21 to correct my discussion of PPI trade service margins.
Jun 18
•
Claudia Sahm
100
30
The labor market won't offer the same buffer this time
It’s Jobs Week.
Jun 4
•
Claudia Sahm
201
53
A data-driven Fed need not be a behind-the-curve Fed
The Fed will remain on hold today, keeping the federal funds rate in the range of 4.25% to 4.5%.
May 7
•
Claudia Sahm
76
17
A crash course in Fed independence
With recession odds rising and the stock market down, it is no surprise that President Trump thinks the Fed's ‘wait-and-see’ approach to rate cuts is a…
Apr 23
•
Claudia Sahm
116
32
Stagflationary risks will slow the Fed down
The parade of Fedspeakers this week affirmed key messages from the Fed meeting last week: uncertainty about the outlook, some pessimism about inflation…
Mar 28
•
Claudia Sahm
104
10
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