January 9, 2026 at 3:02 PM
It appears the president may have effectively leaked numbers from this morning’s jobs report last night (HT @nicktimiraos.bsky.social x.com/nicktimiraos...)
January 9, 2026 at 3:08 PM
It appears the president may have effectively leaked numbers from this morning’s jobs report last night (HT @nicktimiraos.bsky.social x.com/nicktimiraos...)
H/T @NickTimiraos: Expectations of rate cuts by the Federal Reserve in the second half of this year.
#economy #markets #FederalReserve
#economy #markets #FederalReserve
July 1, 2025 at 7:43 AM
H/T @NickTimiraos: Expectations of rate cuts by the Federal Reserve in the second half of this year.
#economy #markets #FederalReserve
#economy #markets #FederalReserve
Trump destroying the strong economy he inherited in record time bluevirginia.us/2025/03/tues... h/t @NickTimiraos
March 25, 2025 at 2:45 PM
Trump destroying the strong economy he inherited in record time bluevirginia.us/2025/03/tues... h/t @NickTimiraos
It was never going to work the way they envisioned. Too many false assumptions and a complete disregard for what Trump really wanted to do. And here we are.
September 28, 2026 at 5:40 PM
It was never going to work the way they envisioned. Too many false assumptions and a complete disregard for what Trump really wanted to do. And here we are.
And Treasury Secretary who gave permission to this treasonous foreign born billionaire left some receipts to show us all - he is a SCUMBAG to:
x.com/NickTimiraos...
x.com/NickTimiraos...
February 2, 2025 at 2:24 PM
And Treasury Secretary who gave permission to this treasonous foreign born billionaire left some receipts to show us all - he is a SCUMBAG to:
x.com/NickTimiraos...
x.com/NickTimiraos...
Borrowing a quote from friend & journalist @NickTimiraos
Inflaion expectations were anchored low in “dry cement” before the pandemic. Now they are in “wet cement.” I would add, “at best.”
Inflaion expectations were anchored low in “dry cement” before the pandemic. Now they are in “wet cement.” I would add, “at best.”
December 6, 2024 at 7:43 PM
Borrowing a quote from friend & journalist @NickTimiraos
Inflaion expectations were anchored low in “dry cement” before the pandemic. Now they are in “wet cement.” I would add, “at best.”
Inflaion expectations were anchored low in “dry cement” before the pandemic. Now they are in “wet cement.” I would add, “at best.”
x.com
September 17, 2026 at 3:22 AM
February 7, 2025 at 1:31 PM
“Short of a major change in the composition of who sits around the Fed, there’s going to be enormous pushback to rate cuts,” Diane Swonk, chief economist at KPMG told The Wall Street Journal's @NickTimiraos.
Here's the full article: shorturl.at/nOgi1
Here's the full article: shorturl.at/nOgi1
Fed’s Fractured Vote Signals Trouble Ahead for Future Rate Cuts
President Trump wants lower interest rates and a new Fed chair. Wednesday’s divisions suggest one won’t guarantee the other.
shorturl.at
December 11, 2025 at 9:03 PM
“Short of a major change in the composition of who sits around the Fed, there’s going to be enormous pushback to rate cuts,” Diane Swonk, chief economist at KPMG told The Wall Street Journal's @NickTimiraos.
Here's the full article: shorturl.at/nOgi1
Here's the full article: shorturl.at/nOgi1
ニックが頑張ってインフレ煽ってる
twitter.com/NickTimiraos...
twitter.com/NickTimiraos...
February 21, 2025 at 3:14 PM
ニックが頑張ってインフレ煽ってる
twitter.com/NickTimiraos...
twitter.com/NickTimiraos...
2/4 Why can't we (@steveliesman/@NickTimiraos/etc.) all admit that? Their policy is asymmetric towards printing money to push asset prices higher. While this line of thinking was considered conspiracy theory stuff pre-COVID, it's pretty clear now. And, many of the reporters...
December 5, 2024 at 1:48 AM
2/4 Why can't we (@steveliesman/@NickTimiraos/etc.) all admit that? Their policy is asymmetric towards printing money to push asset prices higher. While this line of thinking was considered conspiracy theory stuff pre-COVID, it's pretty clear now. And, many of the reporters...
米10年債の上昇のうち約9割が、雇用統計かFed要人の演説前後3営業日に集中していた、という論文です。💎
取引日のおよそ4分の1に過ぎない窓です。
https://x.com/NickTimiraos/status/2102391988414709876
#マクロ #債券
取引日のおよそ4分の1に過ぎない窓です。
https://x.com/NickTimiraos/status/2102391988414709876
#マクロ #債券
September 24, 2026 at 9:18 PM
米10年債の上昇のうち約9割が、雇用統計かFed要人の演説前後3営業日に集中していた、という論文です。💎
取引日のおよそ4分の1に過ぎない窓です。
https://x.com/NickTimiraos/status/2102391988414709876
#マクロ #債券
取引日のおよそ4分の1に過ぎない窓です。
https://x.com/NickTimiraos/status/2102391988414709876
#マクロ #債券
Cooling labor market (slowdown in data despite steady unemployment) may push the Fed to cut rates in Sept, per @NickTimiraos. Powell highlighted declining job openings & weakening demand. #economy #fed #rates
#crypto #blockchain #news
#crypto #blockchain #news
August 1, 2025 at 1:23 PM
Cooling labor market (slowdown in data despite steady unemployment) may push the Fed to cut rates in Sept, per @NickTimiraos. Powell highlighted declining job openings & weakening demand. #economy #fed #rates
#crypto #blockchain #news
#crypto #blockchain #news
It is genuinely among the most dangerous acts of this administration that they keep attacking Fed independence. What’s worse is Lutnick is lying to do it.
He knows that there’s a 20% tariff on all Chinese goods 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘭𝘢𝘱𝘵𝘰𝘱𝘴, where China is by far the dominant supplier.
He knows that there’s a 20% tariff on all Chinese goods 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘭𝘢𝘱𝘵𝘰𝘱𝘴, where China is by far the dominant supplier.
June 21, 2025 at 4:13 PM
It is genuinely among the most dangerous acts of this administration that they keep attacking Fed independence. What’s worse is Lutnick is lying to do it.
He knows that there’s a 20% tariff on all Chinese goods 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘭𝘢𝘱𝘵𝘰𝘱𝘴, where China is by far the dominant supplier.
He knows that there’s a 20% tariff on all Chinese goods 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘭𝘢𝘱𝘵𝘰𝘱𝘴, where China is by far the dominant supplier.
Fed signals hawkish stance: Most officials foresee at least one rate hike this year, some multiple. Only one anticipates a cut. The updated, concise policy statement highlights a significant market recalibration. @NickTimiraos confirms the strong hawkish inclination. #FED #InterestRates
June 18, 2026 at 12:00 AM
Fed signals hawkish stance: Most officials foresee at least one rate hike this year, some multiple. Only one anticipates a cut. The updated, concise policy statement highlights a significant market recalibration. @NickTimiraos confirms the strong hawkish inclination. #FED #InterestRates
The Senate Banking Committee is 13-11 so Tillis has considerable leverage for any Fed nominee.
January 12, 2026 at 2:04 AM
The Senate Banking Committee is 13-11 so Tillis has considerable leverage for any Fed nominee.
Goldman Sachs raised its core PCE inflation forecast to 3.5% from 3.0% (via @NickTimiraos). They still expect the Fed to cut interest rates 3 times in the second half of the year to support growth & employment.
#crypto #blockchain #news
#crypto #blockchain #news
March 31, 2025 at 5:44 AM
Goldman Sachs raised its core PCE inflation forecast to 3.5% from 3.0% (via @NickTimiraos). They still expect the Fed to cut interest rates 3 times in the second half of the year to support growth & employment.
#crypto #blockchain #news
#crypto #blockchain #news
The tariffs functioned as a consumption tax on Americans.
Analyzing $4 trillion of shipments, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases, while $200 billion was paid almost exclusively by Americans”
twitter.com/NickTimiraos...
Analyzing $4 trillion of shipments, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases, while $200 billion was paid almost exclusively by Americans”
twitter.com/NickTimiraos...
January 20, 2026 at 5:48 AM
The tariffs functioned as a consumption tax on Americans.
Analyzing $4 trillion of shipments, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases, while $200 billion was paid almost exclusively by Americans”
twitter.com/NickTimiraos...
Analyzing $4 trillion of shipments, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases, while $200 billion was paid almost exclusively by Americans”
twitter.com/NickTimiraos...