What podcasts say about Claudia Sahm

Every statement, with the speaker, the exact quote and the moment it was said.

What Claudia Sahm has said on podcasts

27 statements · 1 positive · 19 negative · 3 mixed · 4 neutral

on U.S. labor marketNegativeOct 2, 2026· Bloomberg Surveillance
U.S. hiring remains weak despite very low layoffs
“the hiring rate is still really low”
Listen at 4:02
Open the episode · September Jobs Report
on U.S. labor marketMixedOct 2, 2026· Bloomberg Surveillance
More strong payroll reports are needed to establish a labor-market uptrend
“We need to see more of that before I'm convinced that we're really on an uptrend in the labor market.”
Listen at 4:11
Open the episode · September Jobs Report
on U.S. economic growthNegativeOct 2, 2026· Bloomberg Surveillance
Current economic growth is difficult to sustain with weak labor-force growth
“it's hard to see this being sustainable”
Listen at 4:33
Open the episode · September Jobs Report
on U.S. labor marketMixedOct 2, 2026· Bloomberg Surveillance
U.S. job creation has stabilized but is not currently trending upward.
“this just shows, no, we are, the labor market is much more stable. Like, job creation has stabilized relative to last year when it was really sliding. But we are not in an uptrend”
Listen at 4:51
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on AI adoptionNegativeOct 2, 2026· Bloomberg Surveillance
AI adoption cannot yet explain the economy’s growth despite weak labor-force growth
“AI adoption is not widespread enough to explain all this.”
Listen at 5:01
Open the episode · September Jobs Report
on U.S. job creationNegativeOct 2, 2026· Bloomberg Surveillance
U.S. job creation is currently very low.
“we're just in this place of very low job creation in the U.S.”
Listen at 5:13
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. labor marketNegativeOct 2, 2026· Bloomberg Surveillance
The U.S. labor market has low quit rates and limited worker movement.
“that quit rate is also low. We are just not moving people around.”
Listen at 6:01
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. labor marketNegativeOct 2, 2026· Bloomberg Surveillance
The U.S. has experienced a low-hiring, low-firing labor market for at least three years.
“We are like, you know, at least three years into this low hire, low fire labor market. This is not normal.”
Listen at 6:20
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. Federal ReserveNeutralOct 2, 2026· Bloomberg Surveillance
The jobs report is unlikely to materially change the Federal Reserve’s monetary-policy approach.
“I don't think this gives the Fed a lot of information. I don't think it'll really change what they're. their approach to monetary policy.”
Listen at 6:29
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Federal Reserve rate increasesNeutralOct 2, 2026· Bloomberg Surveillance
The Federal Reserve may deliver one or two additional quarter-point rate increases this year.
“Maybe they do another, maybe two more this year.”
Listen at 6:47
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Federal ReserveNeutralOct 2, 2026· Bloomberg Surveillance
The jobs report will not substantially shift the Federal Reserve’s thinking.
“I don't think it really shifts the Fed's thinking that much.”
Listen at 7:19
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. labor-force growthNegativeOct 2, 2026· Bloomberg Surveillance
U.S. labor-force growth is slowing, with reduced immigration contributing to the change.
“it is clear the labor force growth is slowing, not just immigration, but that is a piece of the sharp change.”
Listen at 8:16
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. labor marketNegativeOct 2, 2026· Bloomberg Surveillance
U.S. labor-market job creation is not currently accelerating
“we are not in an uptrend”
Listen at 9:58
Open the episode · September Jobs Report
on U.S. quit rateNegativeOct 2, 2026· Bloomberg Surveillance
The U.S. labor-market quit rate remains low
“that quit rate is also low”
Listen at 11:02
Open the episode · September Jobs Report
on U.S. low-hire, low-fire labor marketNegativeOct 2, 2026· Bloomberg Surveillance
The low-hire, low-fire labor market is abnormal
“This is not normal.”
Listen at 11:25
Open the episode · September Jobs Report
on U.S. Federal ReserveNeutralOct 2, 2026· Bloomberg Surveillance
The jobs report will not substantially change the Fed’s policy thinking
“I don't think it really shifts the feds thinking that much”
Listen at 12:21
Open the episode · September Jobs Report
on Immigration’s labor-market effectsNegativeOct 2, 2026· Bloomberg Surveillance
Data do not yet clearly measure immigration’s labor-market effects
“we don't have a good handle of it”
Listen at 13:05
Open the episode · September Jobs Report
on Data-center constructionNegativeOct 2, 2026· Bloomberg Surveillance
Data-center construction diverts construction workers from other activities
“you don't have enough construction workers because they're all building data centers.”
Listen at 16:00
Open the episode · September Jobs Report
on Government-bond yieldsNegativeOct 2, 2026· Bloomberg Surveillance
Government-bond yields are entering a structurally higher-for-longer regime
“I think we are in a higher for longer regime.”
Listen at 16:56
Open the episode · September Jobs Report
on Post-2008 low-yield regimeNegativeOct 2, 2026· Bloomberg Surveillance
The post-2008 era of zero rates and very low yields will not return
“that's not coming back.”
Listen at 17:15
Open the episode · September Jobs Report
on US TreasuriesNegativeOct 2, 2026· Bloomberg Surveillance
Investors should not add to Treasuries at current yields
“I would not be adding to treasuries here.”
Listen at 18:02
Open the episode · September Jobs Report
on Treasury YieldsNegativeOct 2, 2026· Bloomberg Surveillance
Treasury yields are likely to rise further
“I still think yields have more upside from here.”
Listen at 18:12
Open the episode · September Jobs Report
on U.S. inflationNegativeOct 2, 2026· Bloomberg Surveillance
U.S. inflation remains sticky
“I think inflation sticky.”
Listen at 19:44
Open the episode · September Jobs Report
on Federal Reserve interest ratesNegativeOct 2, 2026· Bloomberg Surveillance
The Federal Reserve should continue raising interest rates
“I think you still need to be raising rates right now.”
Listen at 19:51
Open the episode · September Jobs Report
on Corporate earnings and stocksPositiveOct 2, 2026· Bloomberg Surveillance
Corporate earnings are supporting stock prices despite higher yields
“earnings are providing a nice offset, and that's keeping stocks supported.”
Listen at 20:27
Open the episode · September Jobs Report
on Stock-market earnings supportMixedOct 2, 2026· Bloomberg Surveillance
It is unknown when high yields will overwhelm earnings support for stocks
“Where are yields so high that that discount rate, that borrowing rate overwhelms the earnings story? And we don't know where that is.”
Listen at 20:33
Open the episode · September Jobs Report
on Bond yieldsNegativeOct 2, 2026· Bloomberg Surveillance
Bond yields could rise substantially above current levels
“bonds can be a lot higher than where they are now.”
Listen at 25:39
Open the episode · September Jobs Report

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.