Ethan on the Economy
Ethan S. HarrisIn-depth analysis of US economic and Fed news.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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ethansharris.substack.comLatest Issues
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...
Warsh and the “Golden Age”
In the third of a three part series on Warsh, I argue that his sunny economic views will get a frosty reception from the rest of the FOMC
Warsh will face a big challenge in convincing the FOMC that the US is in a “Golden Age” of high growt...
A one-page deal?
There have been dozens false signals about an imminent deal between the US and Iran. However, the fact that the current deal is described as a one-page document, makes me a bit more optimistic that it could actually happen.
Ethan on the Ec...
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.
Ethan...
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| Subscribers | Engagement | 71 | 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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