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Samim Ghamami is former SEC economist. Samim returns to the show to discuss the fiscal trajectory of the US, the outlook of interest rates, the US Treasury market’s impact on inflation, potential reforms to the Treasury market and much more.
Check out the transcript for this week’s episode, now with links.
Recorded on August 5th, 2025
Subscribe to David's Substack: Macroeconomic Policy Nexus
Follow David Beckworth on X: @DavidBeckworth
Follow Samim on X: @GhamamiSamim
Follow the show on X: @Macro_Musings
Check out our Macro Musings merch!
Subscribe to David's new BTS YouTube Channel
Timestamps
00:00:00 - Intro
00:01:42 - Fiscal Trajectory of the US
00:3:55 - Interest Rates
00:21:28 - Inflation
00:39:53 - Treasury Market Reform
00:48:05 - Outro
4.8
358358 ratings
Samim Ghamami is former SEC economist. Samim returns to the show to discuss the fiscal trajectory of the US, the outlook of interest rates, the US Treasury market’s impact on inflation, potential reforms to the Treasury market and much more.
Check out the transcript for this week’s episode, now with links.
Recorded on August 5th, 2025
Subscribe to David's Substack: Macroeconomic Policy Nexus
Follow David Beckworth on X: @DavidBeckworth
Follow Samim on X: @GhamamiSamim
Follow the show on X: @Macro_Musings
Check out our Macro Musings merch!
Subscribe to David's new BTS YouTube Channel
Timestamps
00:00:00 - Intro
00:01:42 - Fiscal Trajectory of the US
00:3:55 - Interest Rates
00:21:28 - Inflation
00:39:53 - Treasury Market Reform
00:48:05 - Outro
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