Ethan on the Economy
Ethan S. HarrisIn-depth analysis of US economic and Fed news.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | ethansharris.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Peace in our time?
It increasingly looks like more market and economic pain—in both the US and Iran—will be needed to motivate a deal to reopen the Straits. However, with energy inventories rapidly falling, that tipping point will be a matter of weeks.
Is Warsh a hawk?
In the second in a series on Warsh I look at whether he is the right person to restore the Fed's anti-inflation credibility.
Warsh reform: does inflation need a trim?
I do like one of Warsh's proposals: shifting to a modern metric of core inflation, the trimmed mean.
Warsh’s missing message
I still think Warsh will become Fed Chair before the June FOMC meeting and I still think he will have little if any impact on the path of the funds rate. He has a lot of catching up to do.
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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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