Claudia Sahm

Claudia Sahm, the Chief Economist at New Century Advisors and former Federal Reserve Section Chief, dives into the critical issue of Fed independence. She discusses the implications of potential politicization on inflation and economic stability. Claudia examines current vulnerabilities in the labor market and the impact of immigration on job creation. Plus, she analyzes the concentration in stock markets and the risks AI poses to economic growth. Finally, she explains her Sahm Rule, designed to provoke timely fiscal responses in times of recession.

Claudia Sahm, economist who created the Sahm rule; Catherine Rampell, labor-market analyst and commentator; Annie Lowrey, Atlantic writer on inequality. They unpack why everyday life feels tight despite low unemployment. Short takes on housing affordability, tariffs as hidden taxes, fragile labor markets, and whether an AI-fueled investor boom leaves workers behind.

Claudia Sahm, economist and former policymaker behind the Sahm Rule, offers sharp analysis on inequality, labor force trends, and the pitfalls of using alphabet-shaped metaphors for the economy. She critiques how letters obscure wealth gaps. They also dig into wage moves, job reports, and the risks from slowing labor-force growth.

Gene Munster, tech investor and semiconductor analyst, and Dr. Patrick Harker, former Philadelphia Fed president, join Claudia Sahm, chief economist and former Fed staffer. They debate Fed credibility and the need for rate action. They discuss inflation dynamics and why modest tightening might fit. Munster breaks down NVIDIA’s explosive growth, pricing power, and strategic moves into open source and model businesses.

Claudia Sahm, chief economist at New Century Advisors and creator of the Sahm Rule, examines the August jobs report. She weighs stable headline employment against worsening prospects for young graduates, AI’s impact on service work, and construction’s strength. The discussion also explores Fed policy, inflation, market volatility, and whether strong payrolls could keep a September hike in play.

Neil Dutta, Renaissance Macro Research head of economic research, critiques Warsh's crisis judgment and inflation bias. Claudia Sahm, former Fed economist now at New Century Advisors, warns about Fed independence and labor-market risks. John Stoltzfus, Oppenheimer strategist, discusses market moves and sector positioning. Katy Kaminski, AlphaSimplex strategist, covers commodity, dollar, and fixed-income reactions.

Claudia Sahm, a former Fed researcher turned macro economist; Gene Seroka, CEO of the Port of Los Angeles managing supply-chain and infrastructure; Bruce Wolfe, retirement strategist focused on drawdown and annuities. They discuss the surprising July payroll numbers, payroll revisions and seasonal noise. Conversation covers supply-chain resilience, port contingency planning, and retirement income strategies amid inflation and higher rates.

Claudia Sahm, chief economist at New Century Advisors and creator of the Sahm rule, brings macro and household finance chops. She dissects the “whiplash economy,” risk-focused scenario thinking, and how energy shocks reshape sentiment. Conversations cover Fed communication, tariffs’ costs, AI’s economic effects, and threats to US data quality.

Jennifer Lee, senior economist at BMO who breaks down jobs and consumer data. Nadia Lovell, UBS equity strategist guiding sector and portfolio views on tech, cyclicals and oil. Claudia Sahm, macroeconomist focused on labor markets and recession signals. They react to a surprise payroll drop, debate labor supply and Fed implications, and weigh market and sector positioning.

Claudia Sahm, New Century Advisors’ chief economist and creator of the Sahm Rule, assesses payroll strength and the Fed’s September decision. Amy Wu Silverman, RBC’s derivatives strategist, explores muted volatility pricing, equity rotation and FOMC risks. Invesco’s Kristina Campmany weighs shorter-duration bonds, heavy issuance and long-end market pressures, while Bloomberg’s Damian Sassower joins the market reaction.