macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a highly accurate recession indicator.
Excellent piece by @EmilyRPeck
Nice piece! The sentiment by party affiliation largely washes out. Democrats, Republicans, Independents. Each is about one-third in the survey.
This an excellent related thread by @IvanWerning ... though I am asking questions and trying to compare the model to earnings calls and data. PS He comes down on 'it's complicated' too.
#SundayMorning working on my next Subst@ck post. Bernanke is one of the most lucid writers on monetary policy and covers the history too (what I need today). Highly recommend this book.
