At Sahm Consulting, I offer data-driven, independent analysis for fund managers, executives, and local business groups on the macroeconomic outlook and the Fed and fiscal policy. Learn more.
Custom, timely research geared to investors.
Longer-form, in-depth papers.
Many are tying the Democrat losses in the election to high inflation in recent years. There's some truth to that, but it's complicated and it's crucial to take the right lessons.
Jobs Day will likely be messier than usual with recent hurricanes and a strike weighing temporarily on payrolls. Even with solid underlying growth the headline could look rough.
I'm honored to be part of the MarketWatch 50 for 2024.
