Ethan on the Economy
Ethan S. HarrisIn-depth analysis of US economic and Fed news.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 2 years ago | Last Issue | 13 days ago |
| Active | |||||
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ethansharris.substack.comLatest Issues
Project 2025 comes to the Fed
According to press reports, Warsh has made his first hires at the Fed: Paul Winfree and Daniel Heil. What does this mean for Warsh’s reform agenda?
Ethan on the Economy is a reader-supported publication. To receive new posts and support my...
Warsh and the upcoming meeting: odd man out
The June FOMC meeting will reveal that the split on the FOMC is between Warsh and everyone else.
In the run-up to the June FOMC meeting, the Committee is getting more hawkish and the dispersion of views is narrowing. The new Summary of Eco...
Will Warsh take the fifth?
With no good options, Warsh will likely avoid giving any policy guidance that he upcoming FOMC meeting.
Today’s data suggests underlying inflation is stuck above target and the consumer is cooling. I expect Warsh to “plead the fifth,” avoi...
The next Fed move will be a hike
I expect Warsh to bend to reality, with one or two hikes before year end and a 5% ten-year yield.
Coming into this year I was already in a hawkish mood, expecting no Fed rate cuts, and for 10-year treasury yields to end the year in the hig...
The jobs report and the Fed
The job’s report continued to suggest trend or above-trend growth in the economy, with the labor market roughly in equilibrium. However, it also added to the evidence that the economy is not in a “golden age” of high productivity growth and...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Former US Chief Economist at Lehman Brothers and Global Head of Economics at Bank of America. Previously, Head of Domestic Research Division at the NY Fed. Ethan holds a Ph.D. from Columbia University and is the author of "Ben Bernanke's Fed."
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