A Fed Day for the History Books
https://stayathomemacro.substack.com/p/a-fed-day-for-the-history-books
Published: April 28, 2026 02:45
After eight years, Wednesday will be the last time that Powell steps up to the podium as Fed Chair.
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A Fed Day for the History Books
https://stayathomemacro.substack.com/p/a-fed-day-for-the-history-books
Published: April 28, 2026 02:45
After eight years, Wednesday will be the last time that Powell steps up to the podium as Fed Chair.
Fed Chair Apprentice
https://stayathomemacro.substack.com/p/fed-chair-apprentice
Published: April 21, 2026 01:38
Tuesday, April 21, is a day Kevin Warsh has long awaited: his Senate confirmation hearing for Fed Chair.
Whiplash Economy
https://stayathomemacro.substack.com/p/whiplash-economy
Published: April 17, 2026 20:20
Expect the unexpected has become the most useful rule of thumb for the economy.
Powell Has Been Here Before
https://stayathomemacro.substack.com/p/powell-has-been-here-before
Published: March 18, 2026 11:39
It’s three weeks into the war in Iran, and when the dust settles after today’s Fed meeting, the potential economic costs are likely to feel more real.
More Questions Than Answers: Thinking Through Recession Risks
https://stayathomemacro.substack.com/p/more-questions-than-answers-thinking
Published: March 13, 2026 18:04
Events are moving fast in the Middle East.
Trust in Numbers
https://stayathomemacro.substack.com/p/trust-in-numbers
Published: February 20, 2026 18:54
U.S. economic statistics are not being manipulated, but underinvestment has intensified.
Update: A Year With No Jobs—But No Recession
https://stayathomemacro.substack.com/p/update-a-year-with-no-jobsbut-no
Published: February 11, 2026 20:32
Today’s employment report confirmed that payroll growth stalled last year.
A Year With No Jobs—But No Recession
https://stayathomemacro.substack.com/p/a-year-with-no-jobsbut-no-recession
Published: February 10, 2026 22:36
Revisions in the January employment report may reveal that job growth stalled over the past year, even without a recession.