Stay-At-Home Macro (SAHM)

Stay-At-Home Macro (SAHM)

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U.S. macro, inflation and labor markets, and policy process explained clearly for practitioners and the public.

More Questions Than Answers: Thinking Through Recession Risks
NewsMar 13, 2026

More Questions Than Answers: Thinking Through Recession Risks

The ongoing Middle East conflict is driving oil prices up, reviving concerns about a U.S. recession. Economists note that higher energy costs could reignite inflation, forcing the Federal Reserve to balance rate cuts against potential hikes. Multiple geopolitical flashpoints—from Iran...

By Stay-At-Home Macro (SAHM)
Trust in Numbers
NewsFeb 20, 2026

Trust in Numbers

The article argues that while the Bureau of Labor Statistics (BLS) faces accusations of political manipulation, there is no evidence of data tampering and the agency relied on its documented imputation methodology during the 2025 shutdown. It highlights the importance...

By Stay-At-Home Macro (SAHM)
Update: A Year With No Jobs—But No Recession
NewsFeb 11, 2026

Update: A Year With No Jobs—But No Recession

The latest BLS employment report revealed that payroll growth stalled in 2024, with the March 2025 benchmark revision removing 898,000 jobs and total downward adjustments surpassing one million by year‑end. Despite the sizable cuts, the revised employment series closely mirrors...

By Stay-At-Home Macro (SAHM)
Stay-At-Home Macro (SAHM) | Pulse