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Claudia Sahm on U.S. economic effects - the details matter
About this Episode
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).
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Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Subscribe to Sungarden YARP Portfolio
Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Hosts & Guests
No transcript available for this episode.
