
My goal is to make economic policy and macroeconomics better.
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Rank in Substack’s finance leaderboard: #68 today
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Stay-At-Home Macro (SAHM) to post, embed or send to readers, as long as the watermark stays on it.
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: Something is shifting in the inflation picture — 175 reactions on Sep 7, 2026.
Hike or hold? That is the question when the Fed meets next week. Going in, it’s clear that Fed officials are divided on the answer. The division isn't the kind that a single CPI print will resolve. In today’s post, I explain why I moved recently from hold to hike as the appropriate policy. My Bloomberg interview before Warsh’s Jackson Hole speech covered some of my argument, and here I go deeper on the inflation analysis. In the end, I am no longer confident that PCE inflation will move back to 2% in the next year or two without the Fed raising interest rates. Above all, the upside risks to…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Stay-At-Home Macro (SAHM). Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.