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Claudia Sahm

What Claudia Sahm thinks about energy

@claudia-sahm · 14 positions · On ppll ↗

Economist and creator of the Sahm Rule recession indicator; writes the Stay-At-Home Macro newsletter.

Claudia Sahm did not write this page.

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1 dated position, 2026, in their own words. Our reading of what Claudia Sahm has said — not written or endorsed by them.

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  1. interest rates

    An increase in energy prices, on its own, is not a good reason for the Fed to raise interest rates.

    ↗Something is shifting in the inflation picturestayathomemacro.substack.com 2nd of 3 in this piece