[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @NickTimiraos Nick Timiraos The Federal Reserve is currently experiencing internal discussions and divisions on monetary policy, with some officials, such as Dallas Fed President Lorie Logan and Kansas City Fed President Jeffrey Schmid, expressing dissenting views on rate cuts. The Fed recently cut rates, but Chairman Powell emphasized that a December cut is not a foregone conclusion. The Fed is also set to end its quantitative tightening (QT) program on December X. ### Engagements: XXXXXXXXX [#](/creator/twitter::59603406/interactions)  - X Week XXXXXXXXX +112% - X Month XXXXXXXXXX +99% - X Months XXXXXXXXXX +12% - X Year XXXXXXXXXXX +38% ### Mentions: XX [#](/creator/twitter::59603406/posts_active)  - X Week XX -XX% - X Month XXX +26% - X Months XXX +24% - X Year XXXXX +43% ### Followers: XXXXXXX [#](/creator/twitter::59603406/followers)  - X Week XXXXXXX +0.43% - X Month XXXXXXX +1.30% - X Months XXXXXXX +7.90% - X Year XXXXXXX +20% ### CreatorRank: XXXXXX [#](/creator/twitter::59603406/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #235 [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [inflation](/topic/inflation) #165, [kevin hassett](/topic/kevin-hassett) #26, [level](/topic/level) #3418, [bank](/topic/bank) #1858, [core](/topic/core) #3074, [federal reserve](/topic/federal-reserve) #9, [target](/topic/target) #2528, [tariffs](/topic/tariffs) #753, [fomc](/topic/fomc) #4, [white house](/topic/white-house) #571 **Top accounts mentioned or mentioned by** [@truflation](/creator/undefined) [@ericwhickman](/creator/undefined) [@misterspread](/creator/undefined) [@shivashiba3](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@conorsen](/creator/undefined) [@grok](/creator/undefined) [@bedurion](/creator/undefined) [@ambient_xyz](/creator/undefined) [@schwartzbwsj](/creator/undefined) [@greg_ip](/creator/undefined) [@tryng2lookahead](/creator/undefined) [@txmctrades](/creator/undefined) [@jdawsey1](/creator/undefined) [@meridithmcgraw](/creator/undefined) [@sidprabhu](/creator/undefined) [@real_rob_mann](/creator/undefined) [@rogainetrader](/creator/undefined) [@chai_lens](/creator/undefined) [@solaretherpunk](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Apple, Inc. (AAPL)](/topic/$aapl) [Fortinet Inc (FTNT)](/topic/$ftnt) [Southwest Airlines Co (LUV)](/topic/$luv) [QuantumScape Corporation (QS)](/topic/$qs) [Palo Alto Networks Inc (PANW)](/topic/$panw) [CatCoin (CAT)](/topic/$cat) ### Top Social Posts Top posts by engagements in the last XX hours "Trump suggests that the Fed chair search has ended. "We probably looked at 10" candidates and now "we have it down to one."" [X Link](https://x.com/NickTimiraos/status/1995930203412201851) 2025-12-02T18:56Z 450.8K followers, 176.1K engagements "Name the president and year that this speech was givendon't cheat with Claude or Google In a four-year period that ended two years ago "your wage increases were completely eaten up by price increases. Your paychecks were higher but you were no better off. We have made progress against the rise in the cost of living. From the high point of X% two years ago the rise in consumer prices has been cut to X% in the first half of this year. But just as is the case in our fight against unemployment we can and we must do better than that" [X Link](https://x.com/NickTimiraos/status/1996436803541434378) 2025-12-04T04:30Z 450.8K followers, 123.1K engagements "This is an important contribution to the debate over the December rate cut from NY Fed President John Williams a top Powell lieutenant: I still see room for a further adjustment in the near term to the target range for the federal-funds rate to move the stance of policy closer to the range of neutral. Looking ahead it is imperative to restore inflation to our X% longer-run goal on a sustained basis. It is equally important to do so without creating undue risks to our maximum employment goal" [X Link](https://x.com/NickTimiraos/status/1991846942033191210) 2025-11-21T12:31Z 450.8K followers, 866.1K engagements "Initial and continuing claims for jobless benefits are running in line with the low levels of 2018-19 and 2023-24 on a not-seasonally-adjusted basis through late November" [X Link](https://x.com/NickTimiraos/status/1996593084541350232) 2025-12-04T14:51Z 450.8K followers, 65K engagements "Justice Brett Kavanaugh expressed a desire to preserve the Fed's autonomy when hearing arguments in a case that could expand the president's power to fire regulatory agency heads He pointedly asked Solicitor General John Sauer about concerns that a broad victory for Trump in the case would jeopardize central bank independence. I share those concerns said Kavanaugh" [X Link](https://x.com/NickTimiraos/status/1998123915881639936) 2025-12-08T20:13Z 450.8K followers, 209.9K engagements "@k3ithmccullough $CAVA $LUV $FTNT $QS. $PANW $AAPL $CAT" [X Link](https://x.com/NickTimiraos/status/1989723391327109461) 2025-11-15T15:53Z 449.6K followers, 14.5K engagements "Core PCE inflation is beginning to look no better and by some measures worse than where it was when the Fed started to cut last year Core PCE was XXX% using a 3-month annualized rate in June (the year-ago figure was 2.3%) It was XXX% using a 6-month annualized rate (the year-ago figure was 3.3%) It was XXX% over XX months compared to XXX% in the year-ago period" [X Link](https://x.com/NickTimiraos/status/1950902690399068276) 2025-07-31T12:53Z 450K followers, 195.6K engagements "SF Fed study examines XXX years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment)" [X Link](https://x.com/NickTimiraos/status/1989478883377213709) 2025-11-14T23:41Z 450.8K followers, 1.7M engagements "Former Fed governor Adriana Kugler resigned from the central bank after preparing to submit financial disclosures for 2024 that Fed officials could not certify because they included several prohibited activities including: - buying and selling of individual stocks (not allowed) - moving in and out of those stocks within weeks (not allowed) - doing so in FOMC blackout periods (not allowed) The Fed had already referred earlier violations to its inspector general" [X Link](https://x.com/NickTimiraos/status/1989722126979354892) 2025-11-15T15:48Z 450.8K followers, 625.8K engagements "Job growth was revised to -4000 in August. Employers added 119000 jobs in Sept. The unemployment rate rose to 4.4%" [X Link](https://x.com/NickTimiraos/status/1991500169242898460) 2025-11-20T13:33Z 450.8K followers, 254.6K engagements "Kevin Hassett who is a candidate for Fed chair tells Larry Kudlow that the only way to explain a Fed decision not to cut in December would be due to anti-Trump partisanship. "There are a bunch of Fed speakers the last couple of days saying 'Hold on now with more rate cuts.' But again I want to remind you Larry that at the meeting before last that everybody thought for sure that there would be cuts in December*. And the news since then was we had a government shutdown maybe a XXX% hit to GDP and a CPI inflation number that was way below expectation. So there was good news on inflation and bad" [X Link](https://x.com/NickTimiraos/status/1991921469312340150) 2025-11-21T17:27Z 450.8K followers, 183.4K engagements "Trumps plan: Replace Powell get rate cuts. The problem: What if a new chair cant deliver the votes The unusually deep divide over a potential December cut which doesnt happen unless Powell forces it underscores that this isnt a hypothetical for 2026. The Fed chair is like a quarterbackhe calls the play but the rest of the players have to run their routes for it to work. Fed veterans worry about what happens to the institutions culture if a new chair struggles to deliver the cuts Trump is expecting" [X Link](https://x.com/NickTimiraos/status/1992065666031952353) 2025-11-22T03:00Z 450.8K followers, 495.1K engagements "Some further reading for those used to a Fed where the chair always gets his or her way: In 1978 just three months after he became Jimmy Carter's Fed chair G. William Miller was in the minority as his colleagues voted to raise rates. That led to another unusual vote in March 1979 when the Fed chair prevailed on a 6-4 vote against raising ratesover the public objections of Carter's Treasury secretary who had tried to swing two votes in favor of a hike. Volcker the New York Fed president who would become Fed chair before the end of the year voted with the minority to raise rates. "Deeply" [X Link](https://x.com/NickTimiraos/status/1992341191111704787) 2025-11-22T21:15Z 450.8K followers, 156.4K engagements "Bessent: Inflation is up because of services not goods. "If you look at the data that imported goods the inflation has actually been flat. Inflation is up because of the service economy and services. So that has nothing to do with tariffs."" [X Link](https://x.com/NickTimiraos/status/1992628194940469366) 2025-11-23T16:15Z 450.8K followers, 523.1K engagements "BEA says it will release September PCE data on Dec. X. No word yet on when Q3 GDP will be released" [X Link](https://x.com/NickTimiraos/status/1993013638396100840) 2025-11-24T17:47Z 450.8K followers, 56.9K engagements "NEW: San Francisco Fed President Mary Daly tells me she supports lowering interest rates at the central bank's meeting next month because she sees a sudden deterioration in the job market as both more likely and harder to manage than an inflation flare-up" [X Link](https://x.com/NickTimiraos/status/1993046976884359259) 2025-11-24T20:00Z 450.8K followers, 246.7K engagements "More than usual the next Fed meeting could be summarized as "WWJD"What Will Jerome Decide Allies have laid the groundwork for Powell to push thru a cut if he wants onethen signal more cuts aren't likely under current conditions A look at his choices" [X Link](https://x.com/NickTimiraos/status/1993139522872434734) 2025-11-25T02:07Z 450.8K followers, 170.1K engagements "Notable comments from Bessent on the Fed: Bessent says the Fed presidents (who are more hawkish right now than the governors) shouldnt be talking so much. Its time for the Fed just to move into the background like it used to do I think we just need to calm down all these speeches by these bank presidents that are just redundant. CNBCs Becky Quick challenges his premise pointing out that bank presidents are often addressing economic concerns they hear from their districts. Bessent doesn't address her point and brings up a new one: He challenges the legitimacy of the bank presidents because" [X Link](https://x.com/NickTimiraos/status/1993359871253553458) 2025-11-25T16:43Z 450.8K followers, 343.6K engagements "With the CPI and PPI now in hand for September core PCE inflation is tracking at around +0.22% very close to where core CPI printed for that month. Any lower than this and the 12-month rate would tick down to XXX% from XXX% in August" [X Link](https://x.com/NickTimiraos/status/1993423025161593247) 2025-11-25T20:54Z 450.8K followers, 237.6K engagements "The Fed's standing repo facility is getting its first real test. The idea is simple: banks swap Treasuries for overnight cash from the Fed keeping repo rates from spiking above the target range. A rate ceiling basically. Problem Institutions are reluctant to use it. Execs say they're worried about stigmathe same reputational concern that's plagued the discount window for decades. Nobody wants to look like they need the Fed's help. And they have reason for doubts: In September the Fed's vice chair for supervision suggested the SRF should charge higher rates to discourage routine use. Her" [X Link](https://x.com/NickTimiraos/status/1993719021129338979) 2025-11-26T16:30Z 450.7K followers, 182.4K engagements "Why Kevin Hassett may have won the Fed chair race before it ended A handful of finalists are scheduled to sit down for interviews beginning this week at the White House. But Trump has repeatedly signaled that this formal process may be beside the point" [X Link](https://x.com/NickTimiraos/status/1995674189601312934) 2025-12-02T01:59Z 450.8K followers, 302.6K engagements "Trump says his Fed chair announcement will come "early next year" and that he still can't get Bessent to take the job. He says inflation "will soon be at a perfect level." "Since last January we've stopped inflation in its tracks and there is still more to do. There's always more to do but we have it down to a very good level. It's going to go down a little bit further. You want to have a little tiny bit of inflation otherwise that's not good either. Then you have a thing called deflation. And deflation can be worse than inflation but we have it almost will soon be at a perfect level." "And" [X Link](https://x.com/NickTimiraos/status/1995916445318815898) 2025-12-02T18:02Z 450.8K followers, 372.3K engagements "The Trump administration canceled a slate of interviews set to start this week with a group of finalists to be the next Fed chair as Trump again signaled he had made his selection" [X Link](https://x.com/NickTimiraos/status/1996003620240712158) 2025-12-02T23:48Z 450.8K followers, 121.5K engagements "Bessent: "The important thing to remember here is that its a board and there are several other voters from the from the regional banks." "The chair of the Federal Reserve has the ability to move and start the discussion but at the end of the day . he or she is one vote."" [X Link](https://x.com/NickTimiraos/status/1996257162977222819) 2025-12-03T16:36Z 450.8K followers, 142.1K engagements "Hassett says the Fed should reduce rates "cautiously": "The government shutdown had a bigger negative effect on the economy than we expected but we're going to have a bigger rebound in the first quarter. Against that backdrop it's a good time for the Fed to cautiously reduce rates again and that's what I expect that they're going to do."" [X Link](https://x.com/NickTimiraos/status/1997003856186581110) 2025-12-05T18:03Z 450.8K followers, 246.2K engagements "Core PCE printed at +0.20% in September bringing the 12-month change to 2.8%. It was XXX% in August and XXX% in Sept. 2024. 3-month and 6-month annualized core PCE inflation was XXX% in September" [X Link](https://x.com/NickTimiraos/status/1997009063599829150) 2025-12-05T18:23Z 450.8K followers, 73.8K engagements "Headline PCE printed at +0.27% in September bringing the 12-month change to 2.8%. It was XXX% in August and XXX% in Sept. 2024 3-month annualized PCE inflation was XXX% in Sept and 6-month annualized PCE inflation was 2.7%" [X Link](https://x.com/NickTimiraos/status/1997009066590093677) 2025-12-05T18:23Z 450.8K followers, 22.1K engagements "Trump describes the public focus on cost-of-living issues as a hoax con-job and fake narrative. Advisers have pressed the president to treat voters anxiety over affordability with urgency Almost every senior White House official is involved in the effort. Via @jdawsey1 @meridithmcgraw" [X Link](https://x.com/NickTimiraos/status/1997643923842376166) 2025-12-07T12:26Z 450.8K followers, 373K engagements "NY Fed: The share of households who think their financial situation will be better in a year matched a new 2-year low in Nov. Fewer than XXXX% of households expect their situation to improve. We were at this level in May 2025 after 'Liberation Day.'" [X Link](https://x.com/NickTimiraos/status/1998064752245796909) 2025-12-08T16:18Z 450.8K followers, 105.3K engagements "Politico: Is it a litmus test that the new chair lower interest rates immediately Trump: Yes" [X Link](https://x.com/NickTimiraos/status/1998394583084859691) 2025-12-09T14:09Z 450.8K followers, 292.8K engagements "Kevin Hassett at the WSJ CEO Council is asked how low rates should go: What we have today is recognize that like in the 90s we are in a potentially extremely transformative time. You gotta watch and make sure the inflation doesnt take off. Q: How much lower You have to watch Theres plenty of room to cut rates Q: What would you do if Trump wanted you to cut rates and you didnt think it was the right thing to do If inflation has gone from XXX% to X% you cant cut rates then" [X Link](https://x.com/NickTimiraos/status/1998401962274963708) 2025-12-09T14:38Z 450.8K followers, 6421 engagements "Kevin Hassett at the WSJ CEO Council is asked how low rates should go: What we have to do is recognize that like in the 90s we are in a potentially extremely transformative time. You gotta watch and make sure the inflation doesnt take off. Q: How much lower You have to watch Theres plenty of room to cut rates Q: What would you do if Trump wanted you to cut rates and you didnt think it was the right thing to do If inflation has gone from XXX% to X% you cant cut rates then" [X Link](https://x.com/NickTimiraos/status/1998402278940647886) 2025-12-09T14:40Z 450.8K followers, 199K engagements "In focus as the Fed gathers to consider another cut this week: -whether Powell can stitch together enough consensus to minimize dissents to the same two that opposed the XX bps cut last time -how many policymakers issue a "soft" dissent via their year-end policy rate in the quarterly projections (last year there was one formal dissent but four policymakers who wrote down a year-end rate that was above where officials set rates at that meeting) -how to set expectations around a January cuti.e how strong and credible can the hawkish signals be ahead of two meetings worth of data that may or may" [X Link](https://x.com/NickTimiraos/status/1998441033634299962) 2025-12-09T17:14Z 450.8K followers, 160.4K engagements "At his rally in Pennsylvania tonight Trump asked Scott Bessent to look into whether the commissions of any of Biden's Fed appointees were signed by the autopen and whether that could disqualify them from holding office. "Now maybe Im wrong but were going to check."" [X Link](https://x.com/NickTimiraos/status/1998616659658190877) 2025-12-10T04:51Z 450.8K followers, 83K engagements "The Fed's quarterly economic projections in December (and December only) are unique: All XX people who participate and not just the XX voters have an opportunity to anonymously and softly "dissent" I explain here:" [X Link](https://x.com/NickTimiraos/status/1998710734247833838) 2025-12-10T11:05Z 450.8K followers, 77.8K engagements "FOMC cuts by XX bps as expected Three dissents: Goolsbee and Schmid opposed the cut. Miran wanted a XX bps cut. The SEP shows six officials of XX didnt favor a cut The median dot is unchanged for 2026 The Fed will start reserve management purchases this week beginning at $XX billion per month in T-bills The statement changes:" [X Link](https://x.com/NickTimiraos/status/1998830187689976105) 2025-12-10T19:00Z 450.8K followers, 646K engagements "Three officials penciled in not only no cut today but also no cuts next year. Their projection of a XXX% end-2026 rate could imply they have a hike next year. Powell clarifies: "I don't think that a rate hike is anybody's base case at this point. I am not hearing that."" [X Link](https://x.com/NickTimiraos/status/1998846103844946069) 2025-12-10T20:03Z 450.8K followers, 55K engagements "Key takeaways from Powell's presser: -Powell more or less declared the recalibration phase completethey're now "well positioned to wait." -He blamed committee divide on the unusual tension in the dual mandate and validated both sides of the debate. -He made a surprisingly direct case that job growth may be negative due to measurement challenges. "Gradual cooling in the labor market has continued just a touch more gradually" that anticipated which reduces the level of concern around services inflation. -Even if rates are closer to neutral rate hikes anyone's base case. The range of views runs" [X Link](https://x.com/NickTimiraos/status/1998852231609901082) 2025-12-10T20:28Z 450.8K followers, 9159 engagements "Key takeaways from Powell's presser: -Powell more or less declared the recalibration phase completethey're now "well positioned to wait." -He blamed committee divide on the unusual tension in the dual mandate and validated both sides of the debate. -He made a surprisingly direct case that job growth may be negative due to measurement challenges. "Gradual cooling in the labor market has continued just a touch more gradually" that anticipated which reduces the level of concern around services inflation. -Even if rates are closer to neutral rate hikes aren't anyone's base case. The range of" [X Link](https://x.com/NickTimiraos/status/1998852670979760289) 2025-12-10T20:29Z 450.8K followers, 230K engagements "Every decision to cut rates becomes more contested as rates move closer to neutral. With each step lower youre just going to lose the support of a few more participants and youre going to need data to motivate those participants to want to join with the majority to get a cut" [X Link](https://x.com/NickTimiraos/status/1998947658338103445) 2025-12-11T02:47Z 450.8K followers, 61.7K engagements
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@NickTimiraos Nick Timiraos
The Federal Reserve is currently experiencing internal discussions and divisions on monetary policy, with some officials, such as Dallas Fed President Lorie Logan and Kansas City Fed President Jeffrey Schmid, expressing dissenting views on rate cuts. The Fed recently cut rates, but Chairman Powell emphasized that a December cut is not a foregone conclusion. The Fed is also set to end its quantitative tightening (QT) program on December X.
Engagements: XXXXXXXXX #
- X Week XXXXXXXXX +112%
- X Month XXXXXXXXXX +99%
- X Months XXXXXXXXXX +12%
- X Year XXXXXXXXXXX +38%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +26%
- X Months XXX +24%
- X Year XXXXX +43%
Followers: XXXXXXX #
- X Week XXXXXXX +0.43%
- X Month XXXXXXX +1.30%
- X Months XXXXXXX +7.90%
- X Year XXXXXXX +20%
CreatorRank: XXXXXX #
Social Influence
Social category influence finance #235 stocks XXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence inflation #165, kevin hassett #26, level #3418, bank #1858, core #3074, federal reserve #9, target #2528, tariffs #753, fomc #4, white house #571
Top accounts mentioned or mentioned by @truflation @ericwhickman @misterspread @shivashiba3 @k3ithmccullough @conorsen @grok @bedurion @ambient_xyz @schwartzbwsj @greg_ip @tryng2lookahead @txmctrades @jdawsey1 @meridithmcgraw @sidprabhu @real_rob_mann @rogainetrader @chai_lens @solaretherpunk
Top assets mentioned Alphabet Inc Class A (GOOGL) CAVA Group, Inc. (CAVA) Apple, Inc. (AAPL) Fortinet Inc (FTNT) Southwest Airlines Co (LUV) QuantumScape Corporation (QS) Palo Alto Networks Inc (PANW) CatCoin (CAT)
Top Social Posts
Top posts by engagements in the last XX hours
"Trump suggests that the Fed chair search has ended. "We probably looked at 10" candidates and now "we have it down to one.""
X Link 2025-12-02T18:56Z 450.8K followers, 176.1K engagements
"Name the president and year that this speech was givendon't cheat with Claude or Google In a four-year period that ended two years ago "your wage increases were completely eaten up by price increases. Your paychecks were higher but you were no better off. We have made progress against the rise in the cost of living. From the high point of X% two years ago the rise in consumer prices has been cut to X% in the first half of this year. But just as is the case in our fight against unemployment we can and we must do better than that"
X Link 2025-12-04T04:30Z 450.8K followers, 123.1K engagements
"This is an important contribution to the debate over the December rate cut from NY Fed President John Williams a top Powell lieutenant: I still see room for a further adjustment in the near term to the target range for the federal-funds rate to move the stance of policy closer to the range of neutral. Looking ahead it is imperative to restore inflation to our X% longer-run goal on a sustained basis. It is equally important to do so without creating undue risks to our maximum employment goal"
X Link 2025-11-21T12:31Z 450.8K followers, 866.1K engagements
"Initial and continuing claims for jobless benefits are running in line with the low levels of 2018-19 and 2023-24 on a not-seasonally-adjusted basis through late November"
X Link 2025-12-04T14:51Z 450.8K followers, 65K engagements
"Justice Brett Kavanaugh expressed a desire to preserve the Fed's autonomy when hearing arguments in a case that could expand the president's power to fire regulatory agency heads He pointedly asked Solicitor General John Sauer about concerns that a broad victory for Trump in the case would jeopardize central bank independence. I share those concerns said Kavanaugh"
X Link 2025-12-08T20:13Z 450.8K followers, 209.9K engagements
"@k3ithmccullough $CAVA $LUV $FTNT $QS. $PANW $AAPL $CAT"
X Link 2025-11-15T15:53Z 449.6K followers, 14.5K engagements
"Core PCE inflation is beginning to look no better and by some measures worse than where it was when the Fed started to cut last year Core PCE was XXX% using a 3-month annualized rate in June (the year-ago figure was 2.3%) It was XXX% using a 6-month annualized rate (the year-ago figure was 3.3%) It was XXX% over XX months compared to XXX% in the year-ago period"
X Link 2025-07-31T12:53Z 450K followers, 195.6K engagements
"SF Fed study examines XXX years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment)"
X Link 2025-11-14T23:41Z 450.8K followers, 1.7M engagements
"Former Fed governor Adriana Kugler resigned from the central bank after preparing to submit financial disclosures for 2024 that Fed officials could not certify because they included several prohibited activities including: - buying and selling of individual stocks (not allowed) - moving in and out of those stocks within weeks (not allowed) - doing so in FOMC blackout periods (not allowed) The Fed had already referred earlier violations to its inspector general"
X Link 2025-11-15T15:48Z 450.8K followers, 625.8K engagements
"Job growth was revised to -4000 in August. Employers added 119000 jobs in Sept. The unemployment rate rose to 4.4%"
X Link 2025-11-20T13:33Z 450.8K followers, 254.6K engagements
"Kevin Hassett who is a candidate for Fed chair tells Larry Kudlow that the only way to explain a Fed decision not to cut in December would be due to anti-Trump partisanship. "There are a bunch of Fed speakers the last couple of days saying 'Hold on now with more rate cuts.' But again I want to remind you Larry that at the meeting before last that everybody thought for sure that there would be cuts in December*. And the news since then was we had a government shutdown maybe a XXX% hit to GDP and a CPI inflation number that was way below expectation. So there was good news on inflation and bad"
X Link 2025-11-21T17:27Z 450.8K followers, 183.4K engagements
"Trumps plan: Replace Powell get rate cuts. The problem: What if a new chair cant deliver the votes The unusually deep divide over a potential December cut which doesnt happen unless Powell forces it underscores that this isnt a hypothetical for 2026. The Fed chair is like a quarterbackhe calls the play but the rest of the players have to run their routes for it to work. Fed veterans worry about what happens to the institutions culture if a new chair struggles to deliver the cuts Trump is expecting"
X Link 2025-11-22T03:00Z 450.8K followers, 495.1K engagements
"Some further reading for those used to a Fed where the chair always gets his or her way: In 1978 just three months after he became Jimmy Carter's Fed chair G. William Miller was in the minority as his colleagues voted to raise rates. That led to another unusual vote in March 1979 when the Fed chair prevailed on a 6-4 vote against raising ratesover the public objections of Carter's Treasury secretary who had tried to swing two votes in favor of a hike. Volcker the New York Fed president who would become Fed chair before the end of the year voted with the minority to raise rates. "Deeply"
X Link 2025-11-22T21:15Z 450.8K followers, 156.4K engagements
"Bessent: Inflation is up because of services not goods. "If you look at the data that imported goods the inflation has actually been flat. Inflation is up because of the service economy and services. So that has nothing to do with tariffs.""
X Link 2025-11-23T16:15Z 450.8K followers, 523.1K engagements
"BEA says it will release September PCE data on Dec. X. No word yet on when Q3 GDP will be released"
X Link 2025-11-24T17:47Z 450.8K followers, 56.9K engagements
"NEW: San Francisco Fed President Mary Daly tells me she supports lowering interest rates at the central bank's meeting next month because she sees a sudden deterioration in the job market as both more likely and harder to manage than an inflation flare-up"
X Link 2025-11-24T20:00Z 450.8K followers, 246.7K engagements
"More than usual the next Fed meeting could be summarized as "WWJD"What Will Jerome Decide Allies have laid the groundwork for Powell to push thru a cut if he wants onethen signal more cuts aren't likely under current conditions A look at his choices"
X Link 2025-11-25T02:07Z 450.8K followers, 170.1K engagements
"Notable comments from Bessent on the Fed: Bessent says the Fed presidents (who are more hawkish right now than the governors) shouldnt be talking so much. Its time for the Fed just to move into the background like it used to do I think we just need to calm down all these speeches by these bank presidents that are just redundant. CNBCs Becky Quick challenges his premise pointing out that bank presidents are often addressing economic concerns they hear from their districts. Bessent doesn't address her point and brings up a new one: He challenges the legitimacy of the bank presidents because"
X Link 2025-11-25T16:43Z 450.8K followers, 343.6K engagements
"With the CPI and PPI now in hand for September core PCE inflation is tracking at around +0.22% very close to where core CPI printed for that month. Any lower than this and the 12-month rate would tick down to XXX% from XXX% in August"
X Link 2025-11-25T20:54Z 450.8K followers, 237.6K engagements
"The Fed's standing repo facility is getting its first real test. The idea is simple: banks swap Treasuries for overnight cash from the Fed keeping repo rates from spiking above the target range. A rate ceiling basically. Problem Institutions are reluctant to use it. Execs say they're worried about stigmathe same reputational concern that's plagued the discount window for decades. Nobody wants to look like they need the Fed's help. And they have reason for doubts: In September the Fed's vice chair for supervision suggested the SRF should charge higher rates to discourage routine use. Her"
X Link 2025-11-26T16:30Z 450.7K followers, 182.4K engagements
"Why Kevin Hassett may have won the Fed chair race before it ended A handful of finalists are scheduled to sit down for interviews beginning this week at the White House. But Trump has repeatedly signaled that this formal process may be beside the point"
X Link 2025-12-02T01:59Z 450.8K followers, 302.6K engagements
"Trump says his Fed chair announcement will come "early next year" and that he still can't get Bessent to take the job. He says inflation "will soon be at a perfect level." "Since last January we've stopped inflation in its tracks and there is still more to do. There's always more to do but we have it down to a very good level. It's going to go down a little bit further. You want to have a little tiny bit of inflation otherwise that's not good either. Then you have a thing called deflation. And deflation can be worse than inflation but we have it almost will soon be at a perfect level." "And"
X Link 2025-12-02T18:02Z 450.8K followers, 372.3K engagements
"The Trump administration canceled a slate of interviews set to start this week with a group of finalists to be the next Fed chair as Trump again signaled he had made his selection"
X Link 2025-12-02T23:48Z 450.8K followers, 121.5K engagements
"Bessent: "The important thing to remember here is that its a board and there are several other voters from the from the regional banks." "The chair of the Federal Reserve has the ability to move and start the discussion but at the end of the day . he or she is one vote.""
X Link 2025-12-03T16:36Z 450.8K followers, 142.1K engagements
"Hassett says the Fed should reduce rates "cautiously": "The government shutdown had a bigger negative effect on the economy than we expected but we're going to have a bigger rebound in the first quarter. Against that backdrop it's a good time for the Fed to cautiously reduce rates again and that's what I expect that they're going to do.""
X Link 2025-12-05T18:03Z 450.8K followers, 246.2K engagements
"Core PCE printed at +0.20% in September bringing the 12-month change to 2.8%. It was XXX% in August and XXX% in Sept. 2024. 3-month and 6-month annualized core PCE inflation was XXX% in September"
X Link 2025-12-05T18:23Z 450.8K followers, 73.8K engagements
"Headline PCE printed at +0.27% in September bringing the 12-month change to 2.8%. It was XXX% in August and XXX% in Sept. 2024 3-month annualized PCE inflation was XXX% in Sept and 6-month annualized PCE inflation was 2.7%"
X Link 2025-12-05T18:23Z 450.8K followers, 22.1K engagements
"Trump describes the public focus on cost-of-living issues as a hoax con-job and fake narrative. Advisers have pressed the president to treat voters anxiety over affordability with urgency Almost every senior White House official is involved in the effort. Via @jdawsey1 @meridithmcgraw"
X Link 2025-12-07T12:26Z 450.8K followers, 373K engagements
"NY Fed: The share of households who think their financial situation will be better in a year matched a new 2-year low in Nov. Fewer than XXXX% of households expect their situation to improve. We were at this level in May 2025 after 'Liberation Day.'"
X Link 2025-12-08T16:18Z 450.8K followers, 105.3K engagements
"Politico: Is it a litmus test that the new chair lower interest rates immediately Trump: Yes"
X Link 2025-12-09T14:09Z 450.8K followers, 292.8K engagements
"Kevin Hassett at the WSJ CEO Council is asked how low rates should go: What we have today is recognize that like in the 90s we are in a potentially extremely transformative time. You gotta watch and make sure the inflation doesnt take off. Q: How much lower You have to watch Theres plenty of room to cut rates Q: What would you do if Trump wanted you to cut rates and you didnt think it was the right thing to do If inflation has gone from XXX% to X% you cant cut rates then"
X Link 2025-12-09T14:38Z 450.8K followers, 6421 engagements
"Kevin Hassett at the WSJ CEO Council is asked how low rates should go: What we have to do is recognize that like in the 90s we are in a potentially extremely transformative time. You gotta watch and make sure the inflation doesnt take off. Q: How much lower You have to watch Theres plenty of room to cut rates Q: What would you do if Trump wanted you to cut rates and you didnt think it was the right thing to do If inflation has gone from XXX% to X% you cant cut rates then"
X Link 2025-12-09T14:40Z 450.8K followers, 199K engagements
"In focus as the Fed gathers to consider another cut this week: -whether Powell can stitch together enough consensus to minimize dissents to the same two that opposed the XX bps cut last time -how many policymakers issue a "soft" dissent via their year-end policy rate in the quarterly projections (last year there was one formal dissent but four policymakers who wrote down a year-end rate that was above where officials set rates at that meeting) -how to set expectations around a January cuti.e how strong and credible can the hawkish signals be ahead of two meetings worth of data that may or may"
X Link 2025-12-09T17:14Z 450.8K followers, 160.4K engagements
"At his rally in Pennsylvania tonight Trump asked Scott Bessent to look into whether the commissions of any of Biden's Fed appointees were signed by the autopen and whether that could disqualify them from holding office. "Now maybe Im wrong but were going to check.""
X Link 2025-12-10T04:51Z 450.8K followers, 83K engagements
"The Fed's quarterly economic projections in December (and December only) are unique: All XX people who participate and not just the XX voters have an opportunity to anonymously and softly "dissent" I explain here:"
X Link 2025-12-10T11:05Z 450.8K followers, 77.8K engagements
"FOMC cuts by XX bps as expected Three dissents: Goolsbee and Schmid opposed the cut. Miran wanted a XX bps cut. The SEP shows six officials of XX didnt favor a cut The median dot is unchanged for 2026 The Fed will start reserve management purchases this week beginning at $XX billion per month in T-bills The statement changes:"
X Link 2025-12-10T19:00Z 450.8K followers, 646K engagements
"Three officials penciled in not only no cut today but also no cuts next year. Their projection of a XXX% end-2026 rate could imply they have a hike next year. Powell clarifies: "I don't think that a rate hike is anybody's base case at this point. I am not hearing that.""
X Link 2025-12-10T20:03Z 450.8K followers, 55K engagements
"Key takeaways from Powell's presser: -Powell more or less declared the recalibration phase completethey're now "well positioned to wait." -He blamed committee divide on the unusual tension in the dual mandate and validated both sides of the debate. -He made a surprisingly direct case that job growth may be negative due to measurement challenges. "Gradual cooling in the labor market has continued just a touch more gradually" that anticipated which reduces the level of concern around services inflation. -Even if rates are closer to neutral rate hikes anyone's base case. The range of views runs"
X Link 2025-12-10T20:28Z 450.8K followers, 9159 engagements
"Key takeaways from Powell's presser: -Powell more or less declared the recalibration phase completethey're now "well positioned to wait." -He blamed committee divide on the unusual tension in the dual mandate and validated both sides of the debate. -He made a surprisingly direct case that job growth may be negative due to measurement challenges. "Gradual cooling in the labor market has continued just a touch more gradually" that anticipated which reduces the level of concern around services inflation. -Even if rates are closer to neutral rate hikes aren't anyone's base case. The range of"
X Link 2025-12-10T20:29Z 450.8K followers, 230K engagements
"Every decision to cut rates becomes more contested as rates move closer to neutral. With each step lower youre just going to lose the support of a few more participants and youre going to need data to motivate those participants to want to join with the majority to get a cut"
X Link 2025-12-11T02:47Z 450.8K followers, 61.7K engagements