Claudia Sahm

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Claudia Sahm, mentioned 20 times across podcast episodes and expert conversations analyzed by Sonic.

What Claudia Sahm has said

Claudia Sahm believes Jerome Powell's decision to remain at the Federal Reserve is tied to concerns about the institution's independence and a building renovation review.

neutral·Claudia Sahm

Claudia Sahm predicts that a lack of communication from the Federal Reserve will lead to more uncertainty and volatility in interest rates as markets try to "fill in the blanks."

bearish·Claudia Sahm

Claudia Sahm criticizes Federal Reserve Chair Kevin Walsh for not explaining the rationale behind the committee's unanimous decision to hold interest rates steady at the recent meeting.

bearish·Claudia Sahm

Claudia Sahm believes Jerome Powell's decision to remain at the Federal Reserve is tied to concerns about the institution's independence and a building renovation review.

Expert perspectiveClaudia SahmJun 18

Claudia Sahm predicts that a lack of communication from the Federal Reserve will lead to more uncertainty and volatility in interest rates as markets try to "fill in the blanks."

Expert perspectiveClaudia SahmJun 18

Claudia Sahm criticizes Federal Reserve Chair Kevin Walsh for not explaining the rationale behind the committee's unanimous decision to hold interest rates steady at the recent meeting.

Expert perspectiveClaudia SahmJun 18

Claudia Sahm of New Century Advisors believes it was a mistake for Federal Reserve Chair Kevin Walsh not to participate in the Statement of Economic Projections.

Expert perspectiveJonathan FerroJun 18

Claudia Sahm of New Century Advisors notes a shift in the Federal Reserve's thinking, with many members now willing to raise rates to combat supply-driven inflation, which is a departure from traditio...

Expert perspectiveClaudia SahmJun 18

Claudia Sahm of New Century Advisors observed that many FOMC members signaled it could be appropriate to raise interest rates this year, a stance at odds with the White House's preference.

Expert perspectiveClaudia SahmJun 18

Claudia Sahm of New Century Advisors is skeptical that the five new Federal Reserve task forces can complete their work by December given their broad mandates.

Expert perspectiveClaudia SahmJun 18

Claudia Sahm of New Century Advisors believes the new task forces assembled by Fed Chair Kevin Warsh will benefit from including outside perspectives.

Expert perspectiveClaudia SahmJun 18

Claudia Sahm believes the latest jobs report is not worrisome for the Federal Reserve because wage growth remains moderate and is slowing.

Expert perspectiveClaudia SahmJun 5

Administrative data indicates a potential upward revision for last year's payroll numbers, which will be released in the spring.

Expert perspectiveClaudia SahmJun 5

Research from the Cleveland Fed suggests that recent substantial downward revisions to payroll data are not anomalies and the survey models are not broken.

Expert perspectiveClaudia SahmJun 5

Claudia Sahm does not believe the recent strong jobs numbers will be revised down, citing Cleveland Fed research indicating that recent downward revisions were not anomalies that broke survey models.

Expert perspectiveClaudia SahmJun 5

Administrative data suggests there might be an upward revision to U.S. jobs numbers next year.

Expert perspectiveClaudia SahmJun 5

Claudia Sahm believes the May jobs report is not a worrisome print for the Federal Reserve because wage growth remains moderate and is slowing.

Expert perspectiveClaudia SahmJun 5

President Donald Trump is attempting to remove a Federal Reserve governor, and the case is currently before the Supreme Court.

Expert perspectiveClaudia SahmApr 21

An economic case can be made that the Federal Reserve's next interest rate move will be a cut, potentially driven by weakness in the labor market.

SpeculativeClaudia SahmApr 21

Kevin Warsh has previously argued that shrinking the Federal Reserve's balance sheet would create the capacity to lower interest rates.

Expert perspectiveClaudia SahmApr 21

There is currently no convincing economic argument for the Federal Reserve to lower interest rates due to uncertainty from the Middle East conflict and lingering tariff effects.

Expert perspectiveClaudia SahmApr 21

An open criminal investigation by the Department of Justice against current Federal Reserve Chair Jay Powell is holding up the confirmation vote for new leadership.

Expert perspectiveClaudia SahmApr 21

Kevin Warsh's policy preference is for the Federal Reserve to have a smaller balance sheet.

Expert perspectiveClaudia SahmApr 21

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