@Claudia_Sahm Claudia Sahm

Claudia Sahm posts on X about in the, kevin warsh, inflation, we are the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 29.77% countries 3.05% technology brands 1.53% stocks 0.76% celebrities 0.76% cryptocurrencies 0.76% social networks 0.76%

Social topic influence in the #5381, kevin warsh #7, inflation #328, we are #2305, history #5370, more than #365, the world 3.05%, core 3.05%, the first #2283, wall street #53

Top accounts mentioned or mentioned by @profplum99 @dandolfa @piptrain @guy84179559 @claudiasahm @bostonfed @gregdaco @mcclellanosc @ole_b_peters @joe_sap @moderatepete @tomkeene @fizxphrique @samjsutton @gondgo8 @banilowmary @kevrgordon @gxselby @worlddataa @rinsana

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"In this speech Kevin Warsh is: - Skeptical of data - Skeptical of models - Skeptical of forecasting - Skeptical of explicit targets Exactly how should the Fed set the funds rate What would be a measure success My favorite Warsh speech: "Challenging the Groupthink of the Guild" which I saw Kevin give in [----] in DC. Prescient in many ways. It was Fed Groupthink that brought us Team Transitory & slow response to 2020s inflation. Challenging that kind of Groupthink is needed at the Fed. https://t.co/84Vm7HJQgm My favorite Warsh speech: "Challenging the Groupthink of the Guild" which I saw Kevin"
X Link 2026-02-02T20:21Z 82.1K followers, 230.8K engagements

""Trump Picks Veteran Staffer to Head Bureau of Labor Statistics: Brett Matsumoto the next chief has worked as an economist at the BLS since 2015." Excellent choice https://www.wsj.com/economy/trump-picks-veteran-staffer-to-head-bureau-of-labor-statistics-f728acdest=Sd3nW9&reflink=article_copyURL_share https://www.wsj.com/economy/trump-picks-veteran-staffer-to-head-bureau-of-labor-statistics-f728acdest=Sd3nW9&reflink=article_copyURL_share"
X Link 2026-01-30T21:22Z 82K followers, 35.7K engagements

"I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed. My new piece uses the November [----] FOMC meeting as a lens into him as a potential Fed Chair. (link below.)"
X Link 2026-02-01T23:17Z 81.9K followers, 143.1K engagements

"Skepticism is healthy. I was taught to be skeptical of all these things at the Fed as an economist. But we still used: data models forecasting and targets. Also Warsh really should listen to Bernanke here"
X Link 2026-02-02T20:49Z 81.8K followers, [----] engagements

"@TotemMacro Every [--] to [--] weeks the Fed must decide what the federal funds rate should be. How should they decide Warsh is criticizing the Fed for using all of the things in the list. Humility is important but a decisionmaker must make a decision"
X Link 2026-02-02T22:18Z 81.9K followers, [----] engagements

"my Google Alerts are fun today. Praise From Saylor And Dalio Criticism From Ex-Fed Economist"
X Link 2026-02-02T22:58Z 81.9K followers, [----] engagements

"Using the 2-Year Treasury to set the federal funds rate is neither workable nor desirable as a mechanical rule. Here are a few concerns: Circularity. The 2-year embeds expectations about what the Fed will do. If the Fed ties its policy rate mechanically to it this creates feedback loops and potential instability. Mandate. Congress charged the Fed with pursuing stable prices and maximum employment. It is unclear how the Fed could justify fully outsourcing that responsibility to marketsor who would be held accountable when real-world outcomes fall short. Scope. The 2-year reflects more than"
X Link 2026-02-03T19:08Z 82K followers, 73.6K engagements

"Yes Brett Matsumoto has my full endorsement for BLS Commissioner. Hes a true subject matter expert and public servant. BLS must get more funding too Brett Matsumoto at the BLS is endorsed by @Claudia_Sahm Thats a huge plus and reassuring. Trumps previous pick EJ Antoni was MAGA through and through Brett Matsumoto at the BLS is endorsed by @Claudia_Sahm Thats a huge plus and reassuring. Trumps previous pick EJ Antoni was MAGA through and through"
X Link 2026-02-06T00:21Z 82K followers, [----] engagements

"Question for Kevin Warshs confirmation hearing. Thats a really interesting overview what has changed that recessions in the US became less frequent and less severe https://t.co/HumDXTEG1l Thats a really interesting overview what has changed that recessions in the US became less frequent and less severe https://t.co/HumDXTEG1l"
X Link 2026-02-06T00:27Z 82K followers, 39.8K engagements

"Good convo especially on inner workings of Fed and changing approaches across Chairs. Theres some criticism of Warsh here even if subtle in its framing. NEW ODD LOTS: It's Rich Clarida on Kevin Warsh @tracyalloway and I talk to the Fed's former Vice Chairman about the nominee to be the Fed's next Chairman https://t.co/JqAnwgDYts NEW ODD LOTS: It's Rich Clarida on Kevin Warsh @tracyalloway and I talk to the Fed's former Vice Chairman about the nominee to be the Fed's next Chairman https://t.co/JqAnwgDYts"
X Link 2026-02-06T12:10Z 73.8K followers, [----] engagements

"If I had to guess and its only a guess Powell stays until Supreme Court finds in favor of Lisa Cook"
X Link 2026-02-06T12:19Z 73.8K followers, [----] engagements

"macromom made an appearance on Bloomberg Radio this morning . 😀"
X Link 2026-02-06T13:40Z 82K followers, [----] engagements

"My monetary (left) and fiscal (right) sections are intentionally eclectic"
X Link 2026-02-07T18:03Z 73.8K followers, [----] engagements

"No one should die on the hill for dots but a Fed that backtracks on daylight would be a big red flag"
X Link 2026-02-07T19:13Z 73.8K followers, [----] engagements

"- Myth of Independence: Binder and Spindel - 21st Century Monetary Policy: Bernanke - In Fed We Trust: Wessel - Alan Greenspan: Mallaby - A Monetary History: Friedman and Schwartz (Soooooo many more to recommend.) @Claudia_Sahm can you give a top [--] for someone getting into monetary policy @Claudia_Sahm can you give a top [--] for someone getting into monetary policy"
X Link 2026-02-08T00:44Z 81.8K followers, 16.2K engagements

"To be clear those are ones that meant a lot to me . which reflects my journey. I started at the Fed in [----] and made myself read Greenspan's memoir to figure out what was still wafting through the building. (Mallaby is a better much writer so that's the rec). More recent books Irwin Appelbaum Hilsenrath Smialek Timiraos could be be better starting for others. https://twitter.com/i/web/status/2020301559033180442 https://twitter.com/i/web/status/2020301559033180442"
X Link 2026-02-08T01:00Z 73.8K followers, [----] engagements

"@BanilowMary Whats your list"
X Link 2026-02-08T02:43Z 79.6K followers, [---] engagements

"Several people pointed out to me last week that Im in the X-algo dungeon. I suspect its due to me linking to my Substack. Links are disfavored on here but Substack especially"
X Link 2026-02-08T12:14Z 81.8K followers, 11.2K engagements

"Maybe instead of it being about [--] percent growth maybe we actually get to something thats closer to [--] percent. But this is not five or seven. And honestly for people to feel better about the economy he needs numbers like that said Claudia Sahm https://www.washingtonpost.com/business/2026/02/08/economic-boom-2026-elections/ https://www.washingtonpost.com/business/2026/02/08/economic-boom-2026-elections/"
X Link 2026-02-08T19:54Z 81.8K followers, [----] engagements

"from vibecession to gambling everywhere (hello Superbowl ads) . you should be reading @kylascan. In today's newsletter I wrote about why everyone is gambling and why no one is happy https://t.co/6nWGYWg6mR In today's newsletter I wrote about why everyone is gambling and why no one is happy https://t.co/6nWGYWg6mR"
X Link 2026-02-08T23:51Z 82K followers, 22K engagements

"175 basis points in cuts since September [----] in response to labor market weakness. That's not ignoring. Lots of Fed speeches coming up. Watch for a dovish pivot in the weeks ahead. They ignored the Main Street recession for [--] years (that was because of their policy) but now that white collar job losses are starting they will get more concerned about the labor market. Lots of Fed speeches coming up. Watch for a dovish pivot in the weeks ahead. They ignored the Main Street recession for [--] years (that was because of their policy) but now that white collar job losses are starting they will get"
X Link 2026-02-09T15:08Z 81.8K followers, 14.6K engagements

""Thus the way to choose a good Federal Reserve chair is to read what candidates have said about how the economy operates and ask them about their economic beliefs. If what a candidate says is unrealistic or poorly reasoned move on to another candidate or risk a replay of the 1930s or the 1970s." https://twitter.com/i/web/status/2020927500583420143 https://twitter.com/i/web/status/2020927500583420143"
X Link 2026-02-09T18:27Z 82.1K followers, 10.6K engagements

"Sure why not. TRUMP: U.S. CAN GROW AT 15% IF WARSH DOES THE JOB HES CAPABLE OF TRUMP: U.S. CAN GROW AT 15% IF WARSH DOES THE JOB HES CAPABLE OF"
X Link 2026-02-09T22:14Z 81.8K followers, 32.8K engagements

"The Epstein files are an x-ray of the global elite. https://podcasts.apple.com/us/podcast/the-daily/id1200361736i=1000749063344 https://podcasts.apple.com/us/podcast/the-daily/id1200361736i=1000749063344"
X Link 2026-02-10T12:17Z 82K followers, [----] engagements

"The swing in immigration -- restrictions began in summer of [----] and intensified in [----] -- is almost certainly behind much (not all) of the slowing"
X Link 2026-02-10T17:33Z 82K followers, 22.5K engagements

"Even so the unemployment rate has been rising gradually almost [--] percentage point over the past three years. Demand for workers is not keeping up with supply even with the much lower immigration"
X Link 2026-02-10T17:45Z 82K followers, 17.8K engagements

"The labor market does not strike me as a having a recession dynamic. though you'd be hard pressed to find that much red on payrolls outside of recession. That gradual rise in the unemployment is also unprecedented. So much to think about"
X Link 2026-02-10T17:51Z 82K followers, 16.2K engagements

"@KevRGordon This is a very unusual cycle. Could be that pandemic was not really a recession in typical sense and/or this is what a soft landing looks like "
X Link 2026-02-10T18:00Z 82K followers, [---] engagements

"@gxselby The Fed is well aware of these likely revisions"
X Link 2026-02-10T18:42Z 81.9K followers, [----] engagements

"@World_Data_A No the Bureau of Labor Statistics an independent agency"
X Link 2026-02-10T18:43Z 82K followers, [----] engagements

"@World_Data_A No chance BLS is being selective. There would be mass resignations if data were being tampered with. So far. no issues"
X Link 2026-02-10T18:54Z 82K followers, [---] engagements

"@rinsana @gxselby I don't think the latest number matters all that much though the birth-death model update could slice into it. I like Goldman's forecast of 45k for January. I expect unemployment rate to hold at 4.4%"
X Link 2026-02-10T20:49Z 81.9K followers, [---] engagements

""Revisions in the January employment report may reveal that job growth stalled over the past year even without a recession." More at the link: https://stayathomemacro.substack.com/p/a-year-with-no-jobsbut-no-recession https://stayathomemacro.substack.com/p/a-year-with-no-jobsbut-no-recession"
X Link 2026-02-10T22:43Z 82K followers, 16.3K engagements

"@brix_farm Theres no set number. We figure it out from the unemployment rate. Yes its likely to go lower this year"
X Link 2026-02-10T23:13Z 82K followers, [----] engagements

"Taking the under. *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD"
X Link 2026-02-10T23:32Z 82K followers, 24.8K engagements

"But as I said in my post beware of politics If the data revisions play out as expected tomorrow the United States may have just had a year with essentially no net job growth yet without being in a recession. The data argue against simple stories especially partisan ones. The low-hire low-fire labor market paired with solidly expanding economic activity is unusual and raises tough questions"
X Link 2026-02-10T23:34Z 81.9K followers, [----] engagements

"If tomorrow kicks off policies that can pull us out of low hire labor market Im all for it. But it will require a reality check"
X Link 2026-02-10T23:36Z 82K followers, [----] engagements

"Link to my post. (Its slow to load). "Revisions in the January employment report may reveal that job growth stalled over the past year even without a recession." More at the link: https://t.co/vKP4FOYit5 "Revisions in the January employment report may reveal that job growth stalled over the past year even without a recession." More at the link: https://t.co/vKP4FOYit5"
X Link 2026-02-10T23:38Z 82K followers, [----] engagements

"PSA: I will have zero tolerance for anyone talking about immigrants or government workers tomorrow in derogatory terms. ❤"
X Link 2026-02-11T00:47Z 82K followers, 12.9K engagements

"And Im ride or die for the Bureau of Labor Statistics. Large revisions are not a sign of mistakes at the Bureau of Labor Statistics. They reflect genuine changes in the labor market that are difficult to measure in real time"
X Link 2026-02-11T01:33Z 82K followers, [----] engagements

"@hpkingiii No inflation adjusted GDP is growing at a solid pace. Its a jobless expansion"
X Link 2026-02-11T10:20Z 82K followers, [---] engagements

"I will be on Bloomberg Radio/YouTube at 8:25 am with @tomkeene and @ptsweeney to talk about the jobs numbers. #JobDay https://www.youtube.com/watchv=f39oHo6vFLg https://www.youtube.com/watchv=f39oHo6vFLg"
X Link 2026-02-11T12:45Z 82K followers, 13K engagements

"My preview: "Revisions in the January employment report may reveal that job growth stalled over the past year even without a recession.""
X Link 2026-02-11T12:47Z 82K followers, [----] engagements

""The unemployment rate remains a critical indicator of labor market conditions and will not be revised in the January report. I expect it to hold steady at 4.4% in January. The unemployment rate has been rising graduallyby nearly one percentage point over the past three years. Labor demand has not kept pace with labor supply: the unemployment rate is rising but at a much slower rate than the deceleration in job creation." https://twitter.com/i/web/status/2021566910215676288 https://twitter.com/i/web/status/2021566910215676288"
X Link 2026-02-11T12:48Z 82K followers, [----] engagements

"@siriuslybs @WhiteHouse White House doesnt control the numbers. Its the Bureau of Labor Statistics"
X Link 2026-02-11T14:08Z 82K followers, [--] engagements

"@JoeGKushner We have the best stats agencies in the world. No data are perfect but these are high quality and independent of the White House"
X Link 2026-02-11T15:32Z 82K followers, [----] engagements

"@sue_davison3 Its not from the administration. The BLS is an independent agency"
X Link 2026-02-11T15:40Z 82K followers, [----] engagements

"RT @Brendan_Duke: Wow. CBO estimates that U.S. consumers bear [--] PERCENT OF THE TRUMP TARIFFS. Basically foreign firms bear 5% of them"
X Link 2026-02-11T15:52Z 82K followers, [---] engagements

""The revisions are not a sign that the @BLS_gov is asleep at the wheel. We just have some major dynamics in the economy and it's really tough to measure in real time. We've got better data today and that's a great starting point for understanding where we are going" #JobsDay https://youtu.be/7yDDjbEZ_U8 https://youtu.be/7yDDjbEZ_U8"
X Link 2026-02-11T19:39Z 82K followers, [----] engagements

"@BLS_gov Oh and that rule . With a tick down in the unemployment rate its well below the [---] trigger. https://fred.stlouisfed.org/series/SAHMREALTIME https://fred.stlouisfed.org/series/SAHMREALTIME"
X Link 2026-02-11T19:49Z 82K followers, [----] engagements

"@username2456799 Actually no. The [--] basis point cut coincided with the Sahm rule triggering in the summer of [----]. With today's downward revisions to payrolls that looks even smarter. The unemployment rate has stabilized now"
X Link 2026-02-11T20:34Z 82K followers, [--] engagements

"RT @IsabellaMWeber: For years I've watched the affordability crisis deepen while governments refuse to stop profiteering. When democracies"
X Link 2026-02-11T21:28Z 82K followers, [---] engagements

"@fizxphrique Antoni's nomination was pulled. The acting director is a career civil servant"
X Link 2026-02-11T21:36Z 82K followers, [---] engagements

"I know @jonstewart is getting dragged by many economists now. (Can't believe it's made me pro-Dick Thaler.) Even so I deeply appreciate his platforming counter voices. I got to push back on Jamie Dimon and Larry Summers in [----] on his podcast. It meant so much. Thanks Jon. hey hey hey look who got to talk with Jon Stewart https://t.co/cWBKmpRKN9 hey hey hey look who got to talk with Jon Stewart https://t.co/cWBKmpRKN9"
X Link 2026-02-11T21:47Z 81.8K followers, 14.3K engagements

"Also I very much dislike criticism of people who don't have PhDs in economics as not economists. I would follow Jay Powell over a cliff and not give Peter Navarro the time of day so don't tell me about your PhD"
X Link 2026-02-11T21:52Z 81.8K followers, [----] engagements

"RT @JedKolko: This is so important. Private sector data face many of the same challenges that official statistics face but are typically"
X Link 2026-02-11T22:53Z 82K followers, [--] engagements

"@joehickory2 @jonstewart The Sahm rule uses the unemployment rate. It did not revise today"
X Link 2026-02-11T22:55Z 82K followers, [---] engagements

"Bummer with a Jobs Day Wednesday It's not Friday"
X Link 2026-02-11T22:59Z 82K followers, [----] engagements

"Yes as noted it will be CPI Friday. Whee. Two big releases in one week is hard"
X Link 2026-02-11T23:09Z 82K followers, [----] engagements

"Made @NewsHour with this observation on last year's job growth. https://www.pbs.org/newshour/show/revised-economic-numbers-inject-uncertainty-into-jobs-market Last year the US created [------] jobs on net. That's basically nothing relative to total jobs of [---] million. Such a low year-over-year change in jobs is very rare outside of a recession. We are not in a recession making it even more notable. https://t.co/lethtOpX83 https://www.pbs.org/newshour/show/revised-economic-numbers-inject-uncertainty-into-jobs-market Last year the US created [------] jobs on net. That's basically nothing relative"
X Link 2026-02-12T14:18Z 82K followers, [----] engagements

"Harry Holzer gave a very good interview"
X Link 2026-02-12T14:37Z 82K followers, [----] engagements

"@BostonFed My gut is that core goods inflation could be the surprise heat this year reflecting more of a tariff pass through. I would take the over on consensus but I do not have strong convictions. The CPI data have been disrupted and are noisier than usual"
X Link 2026-02-12T22:27Z 82K followers, [----] engagements

"@MichaelRStrain @BostonFed 👇👇"
X Link 2026-02-12T22:43Z 82K followers, [---] engagements

"@BostonFed Do not get too hung up on one month. It's the broad trends that matter most. No tariffs are not everything but they have stood in the way of overall disinflation"
X Link 2026-02-12T22:49Z 82K followers, [----] engagements

"@bernstein_brian @BostonFed The typical bettor there probably puts more weight on Truflation than I do"
X Link 2026-02-12T23:48Z 82K followers, [--] engagements

"I will be on @YahooFinance at 8:30 am today to talk about the CPI. Friday the 13th and inflation. (My preview thread below.) Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation (month-over-month) tends to pick up in January. Consensus forecast has a pickup but we do not have a clear sense of the inflation late last year. No monthly inflation estimates in https://t.co/VYS8vVA0mm Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation (month-over-month) tends to pick up in January. Consensus forecast has a pickup"
X Link 2026-02-13T12:29Z 82K followers, [----] engagements

"Time to sift through all the details but today's CPI on first look was encouraging. Along with jobs data this week lived up to cautious optimism for [----]. (Also very good news today is the possible rollback of steel and aluminum tariffs.)"
X Link 2026-02-13T13:53Z 82K followers, [----] engagements

"I will say more on the criticisms of the BLS that Stoller and Green lobbed my way. The first thing I checked today were the annual response rate tables ugh. I take data quality seriously. I take innovation in measurement seriously. But I'm now distracted thinking about if I were a conspiracy theory what would I be . https://twitter.com/i/web/status/2022384583183077726 https://twitter.com/i/web/status/2022384583183077726"
X Link 2026-02-13T18:57Z 82K followers, [----] engagements

"Exactly how did I circle the wagons I said the BLS is not manipulating the data. I said nothing about data quality. My legitimacy as an individual (economist or not) is hard won. I didnt dig at you. I tried a humorous reset. I appreciate your passion but Im not your target. Cheers https://twitter.com/i/web/status/2022449136423882887 https://twitter.com/i/web/status/2022449136423882887"
X Link 2026-02-13T23:13Z 82K followers, [---] engagements

"Good piece. Warsh would be a fundamental break from the Bernanke Yellen and Powell Feds if he carried out his views. Do I think hes capable of pulling that off Not really. Do I think he might try to and do some harm Yes. For more than a decade Kevin Warsh has advocated reining in the Feds pivotal role in the nations financial markets. Now he may finally get the chance to do it. And Wall Street is obsessed with finding out what comes next. w/@samjsutton https://t.co/w54AakRX4C For more than a decade Kevin Warsh has advocated reining in the Feds pivotal role in the nations financial markets."
X Link 2026-02-16T16:42Z 82.1K followers, 48.4K engagements

"Exactly. It's not that the BLS is manipulating data in a secretive way it's that its models are obviously flawed in a way that economists won't admit. That's a form of a conspiracy that @Claudia_Sahm is part of. Exactly. It's not that the BLS is manipulating data in a secretive way it's that its models are obviously flawed in a way that economists won't admit. That's a form of a conspiracy that @Claudia_Sahm is part of"
X Link 2026-02-13T17:57Z 82.1K followers, 16.4K engagements

"@professor_TopK The word you are looking for is "imputation" . also the chart shows the type of imputations not the total number. Also the simplest answer for why they are using lesser-quality imputations is DOGE cuts. https://www.bls.gov/cpi/tables/imputation.htm https://www.bls.gov/cpi/tables/imputation.htm"
X Link 2026-02-16T13:22Z 82.1K followers, [--] engagements

"Pleased that my Kevin Warsh piece is my most-read on my Subst@ck. I applied the 'show don't tell' principle in opinion writing by following him during a critical meeting in 2010"
X Link 2026-02-16T16:48Z 82.1K followers, [----] engagements

"Updated my chart. Orange line is data published today. You can see the news today was the relatively upbeat January. My forecast of revisions (dashed blue) was fairly accurate. Where did I learn to forecast The Fed. The news today at the Fed was January--adding to signs of stabilization. https://twitter.com/i/web/status/2021600490056794521 https://twitter.com/i/web/status/2021600490056794521"
X Link 2026-02-11T15:01Z 82.1K followers, 66.8K engagements

"Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation (month-over-month) tends to pick up in January. Consensus forecast has a pickup but we do not have a clear sense of the inflation late last year. No monthly inflation estimates in Oct. or Nov. due to shutdown. https://twitter.com/i/web/status/2022070997659070518 https://twitter.com/i/web/status/2022070997659070518"
X Link 2026-02-12T22:11Z 82.1K followers, 42.9K engagements

"Ok I am finally listening to the Dick Thaler and Jon Stewart convo. Dick is adorable as a defender of neoclassical economics "
X Link 2026-02-14T20:22Z 82.1K followers, 16.9K engagements

"I approach most criticisms of economics by trying to find the kernel of truth and address misunderstandings. There is a deep tradition in economics for measuring the economy and people's experiences in it. I am happy to help share that with people who have not heard about it"
X Link 2026-02-15T12:55Z 82.1K followers, [----] engagements

"Tom Keene: "What is your advice to Chairman Warsh to get through the first six months. Me: "Unfortunately Kevin Warsh may need to start with an apology. He's been pretty tough on the staff and current Fed officials. It's maybe the campaign to get the job I wholeheartedly agree with Fed can do better . but he's said some pretty fiery stuff about people whose help he is going to need very soon. . if some of his campaign 'promises' of breaking heads laying off people happen he will have a pretty tough six months.""
X Link 2026-02-06T18:11Z 82K followers, 12.7K engagements

""This is foundational to Fed independence." Yes it is. Thank you Senator Tillis. Republican Senator Thom Tillis tells Bloomberg he has no intention allowing any Fed board nominee to move forward until the investigation into current Chair Jerome Powell is settled https://t.co/Gg7XagWqn7 https://t.co/Gt4wLQf0Ax Republican Senator Thom Tillis tells Bloomberg he has no intention allowing any Fed board nominee to move forward until the investigation into current Chair Jerome Powell is settled https://t.co/Gg7XagWqn7 https://t.co/Gt4wLQf0Ax"
X Link 2026-02-13T16:36Z 82.1K followers, [----] engagements

"Link to the podcast. Laura and Greg are my go-to every month on the CPI data. It was a joy to join in with them today https://podcasts.apple.com/us/podcast/the-inflation-brief-february-2026/id1657777323i=1000749665184 https://podcasts.apple.com/us/podcast/the-inflation-brief-february-2026/id1657777323i=1000749665184"
X Link 2026-02-13T21:30Z 82.1K followers, [----] engagements

"@INArteCarloDoss I missed you too Mr. Kitty"
X Link 2026-02-15T14:49Z 82.1K followers, [----] engagements

"Also markets trying to parse Warshs views on the balance sheet should pay attention to difference between his QE1 (necessary) and QE2+ (unnecessary). I would be shocked in a crisis if Warsh didnt bail out Wall Street. None of this is about the balance sheet"
X Link 2026-02-16T16:44Z 82.1K followers, [----] engagements

"The CPI last year was based on fewer price quotes than during the pandemic Responses rates declined last year and infuriatingly the sample size was cut due to budget constraints"
X Link 2026-02-16T22:06Z 82.1K followers, [----] engagements

"#PuffiSays happy #ValentinesDay ❤🐈"
X Link 2026-02-14T19:03Z 82.1K followers, [----] engagements

"The limited criticism of Warsh especially from the New Keynesian macroeconomists is bizarre. There are hints of criticism from former Fed officials: it's not a compliment to have people say you are confused about your signature policy proposal or that you "campaigned" for the job. I hope I am wrong in my concerns"
X Link 2026-02-16T16:51Z 82.1K followers, [----] engagements

"Note well: there are critics of Warsh but their voices are fewer than I would have expected given Warsh's history and the moment we are in with the Fed. Also public criticism is important. Warsh still has a confirmation hearing. He deserves one as biting as Judy Shelton's was"
X Link 2026-02-16T16:57Z 82.1K followers, [----] engagements

"Good news in January but the downward revisions are huge. More than a million fewer jobs than previously estimated by the end of [----]. And four months last year with outright declines in payrolls. https://www.bls.gov/news.release/empsit.nr0.htm https://www.bls.gov/news.release/empsit.nr0.htm"
X Link 2026-02-11T13:58Z 82.1K followers, 259.3K engagements

"Great question. Drop in hiring happens every January. On a non-seasonally adjusted basis (left) we lost [---] million jobs in January [----] but that was a smaller loss than a typical January . so we got a good print seasonally adjusted increase of [------] (right). @Claudia_Sahm Do you really think all those jobs were created in January with all the bad weather and the holidays From my time in corporate America nobody is interviewing and putting through hires in December. @Claudia_Sahm Do you really think all those jobs were created in January with all the bad weather and the holidays From my time"
X Link 2026-02-13T11:56Z 82.1K followers, 10.2K engagements

"There is ZERO evidence that the Bureau of Labor Statistics is manipulating the data not the CPI not payrolls earlier this week. I am not being naive and people are watching carefully for signs of tampering. Such accusations now are harmful to economic discussions. Perfectly manipulated CPI print by the Department of BS. Not too hot to annoy the Fed hawks. Not too cold to suggest AI deflationary fears accelerating. Under the hood supercore month on month up 0.59%. Typically happens in January but still quite concerning Perfectly manipulated CPI print by the Department of BS. Not too hot to"
X Link 2026-02-13T14:01Z 82.1K followers, 61.6K engagements

"Closing out the week with @GregDaco and @ElizRosner talking about inflation: "On the latest episode of The Inflation Brief from ECON-versations with NABE hosts Greg Daco and Laura Rosner-Warburton are joined by special guest Claudia Sahm to break down the January inflation report. The trio unpacks the mixed signals in the datafrom moderating grocery prices and flat core goods readings to stickier restaurant and services inflationwhile also examining the uneven pass-through of tariffs and ongoing concerns about data quality and statistical agency funding. Claudia underscores that while the"
X Link 2026-02-13T21:29Z 82.1K followers, [----] engagements

"Roses are red Violets are blue Evidencenot intimidationdecides what interest rates do. #FedValentine"
X Link 2026-02-14T12:44Z 82.1K followers, [----] engagements

"I have offered more than a lifetime's worth of views on economic culture. No need for more now. But being able to engage productively with the Jon Stewarts of the world would benefit economics"
X Link 2026-02-14T21:00Z 82.1K followers, [----] engagements

"It's a good convo. https://www.youtube.com/watchv=rZczEzMu_U8 https://www.youtube.com/watchv=rZczEzMu_U8"
X Link 2026-02-14T21:06Z 82.1K followers, [----] engagements

""It is not enough for monetary and fiscal policy to be rowing together. They need to be pulling in the appropriate direction. In [----] the 1960s and early 1970s and late in the pandemic policy was highly coordinated and rowing in the same directionand that caused significant problems." Christina Romer"
X Link 2026-02-14T22:04Z 82.1K followers, [----] engagements

"Link: https://www.brookings.edu/wp-content/uploads/2026/02/WP105_Romer.pdf https://www.brookings.edu/wp-content/uploads/2026/02/WP105_Romer.pdf"
X Link 2026-02-14T22:05Z 82.1K followers, [----] engagements

"Our grasp on reality is slipping. The response rate to the survey behind the unemployment rate (and the rest of the household survey) is now lower than during the pandemic. The decline in response rates during the first year of the Trump Admin [---] was larger than at any time outside the pandemic. This is a problem"
X Link 2026-02-16T21:59Z 82.1K followers, 28.6K engagements

"I had the good fortune of having my intro to economics as an undergrad to be institutional economics. So if I seem freaked out now forgive me. ❤"
X Link 2026-02-16T22:43Z 82.1K followers, [----] engagements

"WH keeps 'pumping up' payrolls for tomorrow. Here's why. Revisions could wipe out all job growth last year. Zero. zip. nada"
X Link 2026-02-10T17:23Z 82.1K followers, 630K engagements

"Last year the US created [------] jobs on net. That's basically nothing relative to total jobs of [---] million. Such a low year-over-year change in jobs is very rare outside of a recession. We are not in a recession making it even more notable"
X Link 2026-02-11T14:47Z 82.1K followers, 46.6K engagements

"RT @tomkeene: VetBill & Kennelfee send love"
X Link 2026-02-14T22:52Z 82.1K followers, [--] engagements

"Happy #ValentinesDay movie night ❤"
X Link 2026-02-14T23:19Z 82.1K followers, [----] engagements

"The world of man shall not fall. such a [----] hope"
X Link 2026-02-15T00:42Z 82.1K followers, [----] engagements

"Took yesterday off. Now sitting down to write a reply to these two. I need another day off. #LongWeekend"
X Link 2026-02-15T12:47Z 82.1K followers, 28.9K engagements

"What do lower response rates or less data behind estimates mean They make estimates less precise. Monthly estimates or ones at finer geographies or demographic groups become noisier. It's not manipulation it's neglect"
X Link 2026-02-16T22:18Z 82.1K followers, [----] engagements

"I suspect anyone who has studied history is a little on edge these days. No need to cry fire in the theater yet but we are ready"
X Link 2026-02-16T22:46Z 82.1K followers, [----] engagements

"Scott Bessent appears to think affordability concerns are a joke. He should look at recent data that lays bare the challenges facing ordinary Americans @BobOnMarkets says (via @opinion) https://www.bloomberg.com/opinion/articles/2026-02-17/the-affordability-crisis-can-now-add-wages-to-the-mixtaid=69944b65c4c82c00019f5ccf&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-17T11:05Z 9.8M followers, 10.5K engagements

"I suspect anyone who has studied history is a little on edge these days. No need to cry fire in the theater yet but we are ready"
X Link 2026-02-16T22:46Z 82.1K followers, [----] engagements

"RT @mark_dow: Most market participants and armchair economists think systemic financial bubbles come from "excessive money printing"--whate"
X Link 2026-02-16T18:43Z 82.1K followers, [--] engagements

"Most market participants and armchair economists think systemic financial bubbles come from "excessive money printing"--whatever they think that means. But they don't. What every asset bubble--every single one--has in common is financial institutions dropping credit standards. We've had asset bubbles with high interest rates and low interest rates with and without the Fed expanding its balance sheet. But every last one features reckless lending and leverage. Aggressively deregulating banks can open the door to this. Impairing the Fed's ability to intervene in bursting bubbles would only"
X Link 2026-02-16T18:22Z 117.1K followers, 35.4K engagements

"For more than a decade Kevin Warsh has advocated reining in the Feds pivotal role in the nations financial markets. Now he may finally get the chance to do it. And Wall Street is obsessed with finding out what comes next. w/@samjsutton https://www.politico.com/news/2026/02/16/trump-wants-the-fed-to-cut-rates-kevin-warsh-has-bigger-plans-00781657 https://www.politico.com/news/2026/02/16/trump-wants-the-fed-to-cut-rates-kevin-warsh-has-bigger-plans-00781657"
X Link 2026-02-16T14:13Z 25.3K followers, 46K engagements

"RT @TaraSinc: Check out this great new @Macro_Musings episode with Andrew Martinez. He shares the inspiring story of his path into foreca"
X Link 2026-02-16T15:30Z 82.1K followers, [--] engagements

"Check out this great new @Macro_Musings episode with Andrew Martinez. He shares the inspiring story of his path into forecasting research and insights on the latest literature. He also talks about our paper "When the Fed Reveals Its Hand: The SEP and Monetary Policy Surprises" New episode Andrew Martinez on the Art of Forecasting Andrew and @DavidBeckworth discuss the difference in the way markets react to SEP versus non-SEP data. https://t.co/dX545p3xRb New episode Andrew Martinez on the Art of Forecasting Andrew and @DavidBeckworth discuss the difference in the way markets react to SEP"
X Link 2026-02-16T15:26Z [----] followers, [----] engagements

"New episode Andrew Martinez on the Art of Forecasting Andrew and @DavidBeckworth discuss the difference in the way markets react to SEP versus non-SEP data"
X Link 2026-02-16T14:46Z [----] followers, [----] engagements

"RT @ConstanceHunter: Many thoughts arise from this post most pressing is the profession still does not fully understand fiscal space. We u"
X Link 2026-02-16T00:15Z 82.1K followers, [--] engagements

"Many thoughts arise from this post most pressing is the profession still does not fully understand fiscal space. We understand when debt service becomes unsustainable (Brazil) but not necessarily debt levels (Japan). Curious there is not more research. Pls post links in comments Beyond the coding error the paper also: (1) selectively removed periods of high-growth-high-debt economies in the 1940s (Canada New Zealand Australia) and (2) used an unconventional weighting to reduce the importance of longer periods for countries. It was not good. https://t.co/WwBG8fScGr Beyond the coding error the"
X Link 2026-02-15T23:25Z [----] followers, [----] engagements

"Beyond the coding error the paper also: (1) selectively removed periods of high-growth-high-debt economies in the 1940s (Canada New Zealand Australia) and (2) used an unconventional weighting to reduce the importance of longer periods for countries. It was not good. Absolutely mind boggling. "in their Excel spreadsheet Reinhart and Rogoff had not selected the entire row when averaging growth figures: they omitted data from Australia Austria Belgium Canada and Denmark. In other words they had accidentally only included [--] of the [--] https://t.co/vi2yaAk32g Absolutely mind boggling. "in their"
X Link 2026-02-15T15:11Z 53.1K followers, 125.1K engagements

"Took yesterday off. Now sitting down to write a reply to these two. I need another day off. #LongWeekend"
X Link 2026-02-15T12:47Z 82.1K followers, 28.9K engagements

"I knew when I wrote this tweet it would kick up some opinions but it didn't quite go as I expected. Stoller and Green were the most substantive of the replies"
X Link 2026-02-15T12:48Z 82.1K followers, [----] engagements

"Happy #ValentinesDay movie night ❤"
X Link 2026-02-14T23:19Z 82.1K followers, [----] engagements

"The world of man shall not fall. such a [----] hope"
X Link 2026-02-15T00:42Z 82.1K followers, [----] engagements

"RT @tomkeene: VetBill & Kennelfee send love"
X Link 2026-02-14T22:52Z 82.1K followers, [--] engagements

"VetBill & Kennelfee send love. #PuffiSays happy #ValentinesDay ❤🐈 https://t.co/8ToUFBmRNv #PuffiSays happy #ValentinesDay ❤🐈 https://t.co/8ToUFBmRNv"
X Link 2026-02-14T22:49Z 176K followers, [----] engagements

"#PuffiSays happy #ValentinesDay ❤🐈"
X Link 2026-02-14T19:03Z 82.1K followers, [----] engagements

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