Andre Chelhot

Andre Chelhot

Policy & Macro Weekly Wrap-Up

The Federal Reserve can still save the economy

Andre Chelhot's avatar
Andre Chelhot
Sep 14, 2025
∙ Paid
4
Share

The USA

What is an income-led recession? It is a downturn that begins not with collapsing inventories or credit-driven investment busts, but with households themselves. When real personal income declines, consumption falters, and because consumption is the largest share of GDP, close to 70 percent, the entire economy begins to lose momentum. This is fun…

Keep reading with a 7-day free trial

Subscribe to Andre Chelhot to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Andre Chelhot
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture