#  @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 [--]. ### Engagements: [-------] [#](/creator/twitter::59603406/interactions)  - [--] Week [---------] -36% - [--] Month [----------] -16% - [--] Months [----------] -8% - [--] Year [-----------] +55% ### Mentions: [--] [#](/creator/twitter::59603406/posts_active)  - [--] Week [--] +29% - [--] Month [---] +33% - [--] Months [---] -15% - [--] Year [-----] +36% ### Followers: [-------] [#](/creator/twitter::59603406/followers)  - [--] Week [-------] +0.10% - [--] Month [-------] +0.73% - [--] Months [-------] +7.10% - [--] Year [-------] +19% ### CreatorRank: [------] [#](/creator/twitter::59603406/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #962 [us election](/list/us-election) 4.84% [countries](/list/countries) 3.23% [stocks](/list/stocks) 2.15% [technology brands](/list/technology-brands) 1.61% [social networks](/list/social-networks) 1.08% [currencies](/list/currencies) 0.54% [celebrities](/list/celebrities) 0.54% [cryptocurrencies](/list/cryptocurrencies) 0.54% [automotive brands](/list/automotive-brands) 0.54% **Social topic influence** [inflation](/topic/inflation) #28, [kevin warsh](/topic/kevin-warsh) #47, [in the](/topic/in-the) 4.84%, [fomc](/topic/fomc) #254, [fed chair](/topic/fed-chair) #75, [debt](/topic/debt) #512, [tariffs](/topic/tariffs) #1346, [finance](/topic/finance) 2.15%, [core](/topic/core) #105, [scott](/topic/scott) 2.15% **Top accounts mentioned or mentioned by** [@darioperkins](/creator/undefined) [@jackburton109](/creator/undefined) [@carney](/creator/undefined) [@joshzumbrun](/creator/undefined) [@tonitrades_](/creator/undefined) [@tensorproducer](/creator/undefined) [@amdst2727](/creator/undefined) [@andyz8818576155](/creator/undefined) [@rev_cap](/creator/undefined) [@dicksmeasured](/creator/undefined) [@sidprabhu](/creator/undefined) [@blacklioncta](/creator/undefined) [@deepcapehero](/creator/undefined) [@hauber33](/creator/undefined) [@realejantoni](/creator/undefined) [@freightalley](/creator/undefined) [@freshgear02](/creator/undefined) [@milliondivs](/creator/undefined) [@warrenpies](/creator/undefined) [@crypto_briefing](/creator/undefined) **Top assets mentioned** [CAVA Group, Inc. (CAVA)](/topic/$cava) [Bitcoin (BTC)](/topic/bitcoin) [CITADEL (CITADEL)](/topic/citadel) [ConocoPhillips (COP)](/topic/conocophillips) ### Top Social Posts Top posts by engagements in the last [--] hours "NBC: Does your new Fed pick Kevin Warsh understand that you want him to lower interest rates TRUMP: Oh I think he does. But I think he wants to anyway. I mean if he came in and said "I wanna raise 'em" . NBC: If he said that he wouldn't have gotten the job TRUMP: He would not have gotten the job no. https://www.nbcnews.com/politics/donald-trump/trump-kevin-warsh-fed-raise-interest-rates-rcna257458 https://www.nbcnews.com/politics/donald-trump/trump-kevin-warsh-fed-raise-interest-rates-rcna257458" [X Link](https://x.com/NickTimiraos/status/2019243591646708020) 2026-02-05T02:56Z 460K followers, 258.2K engagements "One day after announcing Kevin Warsh as his choice to run the Fed Trump joked during a speech on Saturday night that he would sue Warsh if Warsh doesnt lower rates. Warsh had been on the guest list of attendees at the elite Alfalfa Club dinner. https://www.wsj.com/politics/policy/trump-jokes-about-suing-warsh-if-he-doesnt-lower-interest-rates-2986e933st=WaAsrx&reflink=desktopwebshare_permalink https://www.wsj.com/politics/policy/trump-jokes-about-suing-warsh-if-he-doesnt-lower-interest-rates-2986e933st=WaAsrx&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2017934152381722693) 2026-02-01T12:12Z 460K followers, 460.5K engagements "Pay growth slowed more last year for workers in union or government jobs that were slower to adjust up in [----]. The reverse of that initial hockey-stick echo seems to have largely played out now. Private non-union in 2025: Q1: 3.3% Q2: 3.4% Q3: 3.5% Q4: 3.3%" [X Link](https://x.com/NickTimiraos/status/2021269741998932064) 2026-02-10T17:07Z 460K followers, 20.8K engagements "The U.S. economy added [------] jobs in January and the unemployment rate ticked down to 4.3%. Revisions reduced net job growth in November and December by a combined [------] versus prior reports" [X Link](https://x.com/NickTimiraos/status/2021577891914379513) 2026-02-11T13:31Z 460K followers, 209.7K engagements "@holden_bukowski There's another explanation here: He simply confuses the type of debt used to build and maintain hotels for the type of debt used to finance governments including the superpower reserve-currency issuer" [X Link](https://x.com/NickTimiraos/status/2021617357190541316) 2026-02-11T16:08Z 460K followers, 19.7K engagements "NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates" [X Link](https://x.com/NickTimiraos/status/2009377555279749277) 2026-01-08T21:31Z 460K followers, 1.1M engagements "ECI: Private-sector pay growth decelerated ever so slightly last year. Wages and salaries for private sector workers ex-incentive paid occupations was +3.38% in Q4 from a year earlier unchanged from Q3" [X Link](https://x.com/NickTimiraos/status/2021269739893346341) 2026-02-10T17:07Z 460K followers, 27.7K engagements "Source: https://www.foxnews.com/media/treasury-secretary-predicts-blockbuster-2026-us-economy-dow-hits-historic-milestone https://www.foxnews.com/media/treasury-secretary-predicts-blockbuster-2026-us-economy-dow-hits-historic-milestone" [X Link](https://x.com/NickTimiraos/status/2021276025645056390) 2026-02-10T17:32Z 460K followers, 24.3K 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 2.6% using a 3-month annualized rate in June (the year-ago figure was 2.3%) It was 3.2% using a 6-month annualized rate (the year-ago figure was 3.3%) It was 2.8% over [--] months compared to 2.6% in the year-ago period June core PCE was +0.26% and the 12-month change was 2.8% Revisions: May core PCE was revised to +0.21% from +0.18% (1-month change) and 2.8% from 2.7% (12-month change) April core PCE was revised to 0.18% from 0.12% (1-month change)" [X Link](https://x.com/NickTimiraos/status/1950902690399068276) 2025-07-31T12:53Z 459.5K followers, 195.7K engagements "Treasury Secretary Scott Bessent describes the Argentine peso as undervalued after the U.S. intervened in currency markets to buy the peso. Ingraham: U.S. Treasury finalized $20 billion currency swap framework with Argentina What do we get out of it Bessent: We get a lot out of it he is committed to getting China out of Argentina Ingraham: Its not a bailout Bessent: Not a bailout at all buy low sell https://t.co/IePdDqA14Q Ingraham: U.S. Treasury finalized $20 billion currency swap framework with Argentina What do we get out of it Bessent: We get a lot out of it he is committed to getting" [X Link](https://x.com/NickTimiraos/status/1976625498579984462) 2025-10-10T12:26Z 459.5K followers, 92.9K engagements "The heads of the central banks in Australia Brazil Canada Denmark the Eurozone South Korea Sweden Switzerland the United Kingdom have issued a highly unusual statement of support for the Fed and Powell The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is in the interest of the people we serve. https://t.co/j8anBP2dpB The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell." [X Link](https://x.com/NickTimiraos/status/2011036115793527161) 2026-01-13T11:22Z 459.5K followers, 509.5K engagements "In revealing his thinking on Wednesday about his Fed chair decision in his speech at Davos Trump telegraphed his core anxiety: that candidates tell him what he wants to hear during interviews but then become their own guy once they have the job. Trump: "I'll be announcing a new Fed chairman in the not-too-distant future. I think he'll do a very good job. We have . somebody that's very respected. They're all respected. They're all great. Everyone that I interviewed is great. Everyone could do I think a fantastic job. Problem is they change once they get the job they do. They said everything I" [X Link](https://x.com/NickTimiraos/status/2014347889900662785) 2026-01-22T14:42Z 459.5K followers, 201.9K engagements "The New York Fed reached out to potential trading counterparties at the direction of the U.S. Treasury on Friday for so-called rate checks in the Japanese currency market fueling speculation about possible intervention U.S. and Japanese authorities are increasingly worried about the yen and could be signaling intervention is around the corner. https://t.co/HppaHdEIIu U.S. and Japanese authorities are increasingly worried about the yen and could be signaling intervention is around the corner. https://t.co/HppaHdEIIu" [X Link](https://x.com/NickTimiraos/status/2015061900178997365) 2026-01-24T13:59Z 459.5K followers, 300.8K engagements "Miki Bowman says the Feds bank examiner corps has been trained to focus too much on paperwork and not enough on real risks. Now shes slashing what some see as an unnecessarily bloated staff rethinking the rules and reopening the investigation into the collapse of Silicon Valley Bank. https://www.wsj.com/economy/central-banking/how-trumps-ally-at-the-fed-is-remaking-bank-oversight-b1f0fab3st=emdU6K&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/how-trumps-ally-at-the-fed-is-remaking-bank-oversight-b1f0fab3st=emdU6K&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2015764257984397482) 2026-01-26T12:30Z 459.4K followers, 73.3K engagements "That's right about a lot of other unanticipated consequences followed DFA that moved further in the direction of polarization of the agencies. For example the ability to fire the CFPB head turned other once quasi-independent regulators (FHFA and FDIC) into roles that could be replaced at noon on Jan [--] every four years. https://twitter.com/i/web/status/2015824937076797880 https://twitter.com/i/web/status/2015824937076797880" [X Link](https://x.com/NickTimiraos/status/2015824937076797880) 2026-01-26T16:31Z 459.4K followers, [---] engagements "Three cuts last year. Now what The Fed is expected to pause Wednesday. Getting them to resume could require either a weaker job market or clearer progress on inflation. Neither is in hand. https://www.wsj.com/economy/central-banking/fed-set-to-pause-rate-cuts-with-no-clear-path-to-resuming-9898b91bst=1ZCapt&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/fed-set-to-pause-rate-cuts-with-no-clear-path-to-resuming-9898b91bst=1ZCapt&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2016133911915503758) 2026-01-27T12:59Z 459.4K followers, 158.7K engagements "@darioperkins Was Mnuchin/Powell the former or latter" [X Link](https://x.com/NickTimiraos/status/2016199102824870165) 2026-01-27T17:18Z 459.7K followers, 12.1K engagements "Trump and Bessent have for weeks suggested a Fed announcement is just around the corner. That guidance has slipped so much that some people close to the process have begun to wonder whether the president is looking for somethinga committed loyalist with max credibilityhe wont ever find. w/@meridithmcgraw https://www.wsj.com/economy/central-banking/trump-federal-reserve-picks-68a01177st=ofZzC4&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/trump-federal-reserve-picks-68a01177st=ofZzC4&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2016332992784789639) 2026-01-28T02:10Z 459.6K followers, 142.6K engagements "January FOMC decision: -No change in rates -The vote was 10-2 with governors Waller and Miran favoring a 25-bps cut -The post-meeting statement contained fairly modest revisions that would be expected when moving from a cut to a hold" [X Link](https://x.com/NickTimiraos/status/2016587153912869254) 2026-01-28T19:00Z 459.8K followers, 203.3K engagements "Powell: The upside risks to inflation and downside risks to employment have diminished but "they still exist." "There's still some tension between the mandates." "It's hard to say" whether they're fully balanced. "We'll just have to see how the data lead us."" [X Link](https://x.com/NickTimiraos/status/2016599662996664515) 2026-01-28T19:50Z 459.5K followers, 51.2K engagements "Powell is asked to offer advice to a successor: 1) Stay out of elected politics 2) You answer to Congress and you need to work hard at that 3) No one is perfect but there isn't a cadre of professionals more dedicated to the public well-being than the people who work at the Fed" [X Link](https://x.com/NickTimiraos/status/2016605549840781392) 2026-01-28T20:13Z 459.8K followers, 105.2K engagements "FOMC recap: A somewhat more upbeat (and unified) Fed sounded more comfortable staying on hold until the data says otherwise The labor market is still a puzzle: Flat job growth with a steady unemployment rate is "very challenging and quite unusual" said Powell Price pressures appear to be tariff related and that's a bit more reassuring than the alternative (strong demand) Powell said. But he also called it too soon to declare victory because/if companies are "strongly committed to passing" through whatever hasn't been passed through" [X Link](https://x.com/NickTimiraos/status/2016668201262661956) 2026-01-29T00:22Z 459.5K followers, 43.3K engagements "Will Powell stay on the Fed board or go He wont say. The silence is a bit awkwardand strategic. Its the last card hes got and the DOJ probe illustrates why he hasnt played it. (Its also making his decision harder than it had to be.) https://www.wsj.com/economy/central-banking/jerome-powell-fed-board-plan-b3d36a5est=Z2h5ap&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/jerome-powell-fed-board-plan-b3d36a5est=Z2h5ap&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2016713018214596978) 2026-01-29T03:20Z 459.5K followers, 119.7K engagements "Historical trivia given the focus on whether or not Powell will resign his Fed board seat at the end of his term as chair: Alan Greenspan would almost certainly have stayed on the Feds board if Clinton hadnt reappointed him to another term as chair in [----] according to Bob Woodwards [----] biography. If he had to move down the table out of the chairmans seat he felt that there was enough respect for his views that he could still have some influence Woodward wrote. H/t @sam_a_bell Will Powell stay on the Fed board or go He wont say. The silence is a bit awkwardand strategic. Its the last card" [X Link](https://x.com/NickTimiraos/status/2016835832754114787) 2026-01-29T11:28Z 459.5K followers, 110.1K engagements "Trump told reporters he'd announce his pick for the Fed on Friday morning https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=usiPEq&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=usiPEq&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2017033777671778606) 2026-01-30T00:35Z 459.5K followers, 47.4K engagements "Fed chair contender Kevin Warsh met with President Trump at the White House on Thursday. Trump told reporters that he planned to unveil his Fed chair pick on Friday. Trump said he didn't want to reveal his pick but said of his choice: A lot of people think that this is somebody that couldve been there a few years ago." Trump considered Warsh for the job eight years ago but instead selected Powell. https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=ZfCScs&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2017058872582676686) 2026-01-30T02:14Z 459.8K followers, 287.7K engagements "Kevin Warsh has been preparing to lead the Federal Reserve for years. He thought he had the job in [----] but Trump passed him over for Powell. He spent the time since making sure Trump wouldn't forget him. As a Fed governor [--] years ago Warsh gave a speech called "An Ode to Independence" and warned the Fed shouldn't be expected to use interest rate policy to un-muck broken policies from the president or Congress. Last year he called for "regime change" at the Fed and said all that was holding the economy back was an uncooperative uncentral bank. The distance between those two visions traces" [X Link](https://x.com/NickTimiraos/status/2017287515393184049) 2026-01-30T17:23Z 459.8K followers, 198.2K engagements "Youre my Fed chair Trump told Kevin Warsh in November [----] after he showed up at Mar-a-Lago to interview for Treasury secretary. It took [--] months a reality-TV-style audition a Wall Street whisper campaign and a criminal investigation of Jay Powell before it came true. One White House official used a gruesome metaphor to explain how Warsh had fallen out of contention. Another wasnt sure what Trump saw in someone with a used-car salesman vibe. But he aced his meeting with Trump after years of preparation. How Warsh survived Trumps ultimate reality show: w/@schwartzbWSJ" [X Link](https://x.com/NickTimiraos/status/2017434523017916590) 2026-01-31T03:07Z 459.6K followers, 142.4K engagements "The headline jump in the manufacturing ISM (to 52.6% the first time above [--] in [--] monts) hints at an upturn but also suggests post-holiday replenishment plus customers wanting to "get ahead of expected price increases due to ongoing tariff issues." The commentary is a hot mess: A transportation equipment respondent said strategy-setting has been reduced to "hope" that the second half of [----] brings a turnaround. A machinery company says the recent European tariff threats risk "a huge negative impact on our profit for current quoted orders." "Geopolitical tensions are fueling 'anti-American'" [X Link](https://x.com/NickTimiraos/status/2018344075003367535) 2026-02-02T15:21Z 459.8K followers, 100.5K engagements "As Trump raged about Jay Powell at the end of [----] Epstein emails Bannon: "getting rid of powell much more important than syria/mattis" (Mattis had resigned two days earlier) Bannon responds: "Can u get rid of Powell or really get rid of mnuchin" File: https://www.justice.gov/epstein/files/DataSet%2011/EFTA02611328.pdf Steve Bannon and Epstein discussing firing Powell in [----] https://t.co/JhNaXg7Dwy https://www.justice.gov/epstein/files/DataSet%2011/EFTA02611328.pdf Steve Bannon and Epstein discussing firing Powell in [----] https://t.co/JhNaXg7Dwy" [X Link](https://x.com/NickTimiraos/status/2018353505921019993) 2026-02-02T15:59Z 459.8K followers, 147.8K engagements "@sidprabhu Sorry not sure I follow" [X Link](https://x.com/NickTimiraos/status/2018423860329123950) 2026-02-02T20:38Z 459.4K followers, [----] engagements "@BlacklionCTA @sidprabhu Roger that. Here is a different series also courtesy of UBS: "Overall the Adobe DPI increase in January was the largest increase in any month in the series' 12-year history just slightly above the increase in January 2020"" [X Link](https://x.com/NickTimiraos/status/2018429166098526267) 2026-02-02T20:59Z 459.6K followers, [----] engagements "@carney The FOMC elects its own chair" [X Link](https://x.com/NickTimiraos/status/2018463102040506852) 2026-02-02T23:14Z 459.9K followers, 27.6K engagements "@DeepCapeHero @carney Yes that is what I am saying. At the first FOMC meeting of every calendar year they elect a chair and a vice chair. It has always been the chair of the board of governors and the New York Fed president respectively. But this isn't mandated anywhere" [X Link](https://x.com/NickTimiraos/status/2018654220317262313) 2026-02-03T11:54Z 459.9K followers, [---] engagements "Australias central bank becomes the first major DM central bank to raise rates after having previously lowered rates following the great tightening of 2022-23. The Reserve Bank of Australia raised the cash rate by [--] basis points to [----] per cent as widely predicted by traders and economists as it tries to stamp out a surprise spike in inflation late last year. Follow live: https://t.co/C9zupdIINh https://t.co/Dir1RXtW9C The Reserve Bank of Australia raised the cash rate by [--] basis points to [----] per cent as widely predicted by traders and economists as it tries to stamp out a surprise spike" [X Link](https://x.com/NickTimiraos/status/2018658293909221479) 2026-02-03T12:10Z 459.9K followers, 119.2K engagements "After a day of deliberations a jury acquitted John Rogers a [--] year-old former senior adviser in the Feds division of international finance of conspiring to share confidential central-bank information with Chinese intelligence officers. Jurors did convict him of a lesser charge of lying to investigators when in a [----] interview with the Feds internal watchdog office he denied ever sharing sensitive information outside the central bank." [X Link](https://x.com/NickTimiraos/status/2018834609883258978) 2026-02-03T23:50Z 459.8K followers, 53K engagements "Fed governor Stephen Miran said he would relinquish his option to return to the CEA as its chairman one day after all [--] Democrats on the Senate Banking Committee asked him to resign his job as a Fed governor following the end of his term on Jan. [--]. Miran is eligible to stay in that seat until his successor (presumably it will be Fed chair-designate Kevin Warsh) is confirmed. Democrats had been highly critical of Miran's decision not to resign the CEA job when he became a Fed governor in September. Instead of resigning the Fed job at the conclusion of its term Miran said Tuesday he would" [X Link](https://x.com/NickTimiraos/status/2018877586034573746) 2026-02-04T02:41Z 459.8K followers, 57.6K engagements "Sen. Tim Scott who chaired the hearing and sparked the line of questioning at the center of the DOJ's investigation of the Fed said he didn't think Powell committed perjury at that hearing. "I do not believe that Powell committed a crime." https://www.wsj.com/economy/central-banking/top-republican-senator-says-feds-powell-didnt-commit-a-crime-b7a48453st=zxpxMP&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/top-republican-senator-says-feds-powell-didnt-commit-a-crime-b7a48453st=zxpxMP&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2019123956197024093) 2026-02-04T19:00Z 459.8K followers, 38.8K engagements "Scott predicted that a standoff with Sen. Thom Tillis over the probe would be resolved in a way that allows the Warsh nomination to proceed. Tillis told CNBC that nothing Powell said has been shown to be "factually incorrect. So I think it's vindictive. I think it's frivolous."" [X Link](https://x.com/NickTimiraos/status/2019123958189289549) 2026-02-04T19:00Z 459.8K followers, 30K engagements "@darioperkins I often wonder What if this place had been active in Sept [----] What would that have looked like" [X Link](https://x.com/NickTimiraos/status/2019539712915263653) 2026-02-05T22:32Z 459.5K followers, 30.8K engagements "With a bit more space I would have loved to have noted how Truman picked two Fed chairs and Martin disappointed him after McCabe similarly upset him. Trump of course has already picked one Fed chair who he regretted and is now picking a second. Bush [--] also was very sour about his pick of Greenspan who would go on to such success in the job that the presidents son would have no choice but to reappoint Greenspan when the son became president nearly a decade later. https://twitter.com/i/web/status/2020111786653933703 https://twitter.com/i/web/status/2020111786653933703" [X Link](https://x.com/NickTimiraos/status/2020111786653933703) 2026-02-07T12:25Z 459.6K followers, [----] engagements "@darioperkins All of these are easier in theory. Scrapping guidance has the virtue of delivering on your preferences but faces constraints such as tolerating market volatility that could work at cross purposes with your policy particularly if you are trying to prevent FCs from tightening" [X Link](https://x.com/NickTimiraos/status/2020133620933869907) 2026-02-07T13:52Z 459.8K followers, 11.7K engagements "@darioperkins Can you get all of the governors and presidents to agree to stop giving their own outlook speeches If not what do you do when the wires headlines of a bank president or governor who isnt in the leadership circle starts to move markets" [X Link](https://x.com/NickTimiraos/status/2020133945279451542) 2026-02-07T13:53Z 459.7K followers, [----] engagements "@darioperkins And what about the president who picked a chair because he is central casting Does he want to see him on TV only a few times a year talking about the big picture before Congress" [X Link](https://x.com/NickTimiraos/status/2020134212846698825) 2026-02-07T13:55Z 459.5K followers, [---] engagements "@darioperkins As with balance sheet preferences any chair who wants to remake the institution across multiple fronts (rate framework comms) will have to pick and choose where to spend his capital (at least until he can expand his capital account with insiders and external stakeholders)" [X Link](https://x.com/NickTimiraos/status/2020134593932755243) 2026-02-07T13:56Z 459.5K followers, [----] engagements "@darioperkins Yes it was designed for an era that has gone away. It certainly could go away. One issue is: Some reserve bank presidents dont like losing it. Think about the soft shadow dissents last year. But its low hanging fruit for sure. https://www.wsj.com/economy/central-banking/federal-reserve-dot-plot-interest-rate-1ba785fdst=GmHf2b&reflink=article_copyURL_share https://www.wsj.com/economy/central-banking/federal-reserve-dot-plot-interest-rate-1ba785fdst=GmHf2b&reflink=article_copyURL_share" [X Link](https://x.com/NickTimiraos/status/2020165188352180523) 2026-02-07T15:58Z 459.6K followers, [----] engagements "@TheStalwart @conorsen The dot plot was about reinforcing the forward guidance at the lower bound but the SEP and the press conference was about more than that. It was about articulating a reaction function for an inflation targeting central bank" [X Link](https://x.com/NickTimiraos/status/2020205983474286888) 2026-02-07T18:40Z 459.6K followers, 17K engagements "Warsh [----] when presenting his review commissioned by the BOEs MPC: the most transparent central bank does not necessarily merit the gold medal. That distinction is owed to the central bank that most effectively uses transparency to achieve its broader objective. Transparency is not a virtue in and of itself. It's a virtue for what it can do. So the review seeks to put transparency to good use in service to important bank objectives. These objectives -- which I describe as the Big Four -- are as follows. First to make sound policy decisions. Second to communicate effectively such that the" [X Link](https://x.com/NickTimiraos/status/2020209122507989034) 2026-02-07T18:52Z 459.8K followers, [----] engagements "Bessent on balance sheet policy in a Warsh Fed: "I wouldn't expect them to do anything quickly. They've moved to an ample reserves regime . that does require a larger balance sheet. So I would think they'll probably sit back take at least a year to decide what . to do."" [X Link](https://x.com/NickTimiraos/status/2021275937480835110) 2026-02-10T17:31Z 460K followers, 119.1K engagements "The big story in the January payroll report for the Fed will be the recent stability of the unemployment rate. Particularly given how job growth was just revised down so much for [----] (as widely expected) With the latest revisions the U.S. economy added just [------] jobs last year15000 jobs per month down from [-----] per month before the revisions https://twitter.com/i/web/status/2021589208171753583 https://twitter.com/i/web/status/2021589208171753583" [X Link](https://x.com/NickTimiraos/status/2021589208171753583) 2026-02-11T14:16Z 460K followers, 89.3K engagements "Trump says lower rates would save "at least one trillion dollars per year." The federal government's entire annual net interest bill was $970 billion in fiscal 2025and much of that is locked in at rates on previously issued debt that wouldn't change even if rates fell tomorrow" [X Link](https://x.com/NickTimiraos/status/2021609824270549254) 2026-02-11T15:38Z 460K followers, 187K engagements "Federal government employment contracted over the [--] months ended January while private sector employment growth slowed from the [----] pace" [X Link](https://x.com/NickTimiraos/status/2021626619027186041) 2026-02-11T16:45Z 460K followers, 16.3K engagements "Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y (core m/m accelerating from 0.24% in Dec but y/y ticking down from 2.6%) Worth noting the atypically wide range on core CPI forecasts (from [----] to 0.42) suggesting more uncertainty about turn-of-the-year effects with tariff passthru adding another layer of fog. https://twitter.com/i/web/status/2021978252940554597 https://twitter.com/i/web/status/2021978252940554597" [X Link](https://x.com/NickTimiraos/status/2021978252940554597) 2026-02-12T16:02Z 460K followers, 244.8K engagements "Trump issues a threat to impose a 25% tariff on all imports from Canada and Mexico on the day he takes office" [X Link](https://x.com/NickTimiraos/status/1861196563625734587) 2024-11-25T23:53Z 460K followers, 3.9M engagements "For those keeping score at home that's now four Fed presidents with a vote (Collins Musalem and Goolsbee plus Schmid who dissented against an October cut) who are not actively agitating for a December rate cut (to put it mildly). Boston Fed President Susan Collins says she supported the decision to cut rates by a quarter point last month but she's comfortable standing still for now. "Given my baseline outlook it will likely be appropriate to keep policy rates at the current level for some time to Boston Fed President Susan Collins says she supported the decision to cut rates by a quarter" [X Link](https://x.com/NickTimiraos/status/1988730538023153961) 2025-11-12T22:08Z 460K followers, 292.8K engagements "Former Fed governor Adriana Kugler resigned from the central bank after preparing to submit financial disclosures for [----] 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 460K followers, 626.9K engagements "For example Kugler or her husband purchased stock in Cava Group on March [--] one week ahead of the Feds March 19-20 meeting. They sold the stock on April [--] purchased it again on April [--] and sold it on May 15" [X Link](https://x.com/NickTimiraos/status/1989724667008201086) 2025-11-15T15:58Z 460K followers, 67K engagements "Fed Chair Powell plans to attend tomorrow's Supreme Court arguments over Trump's attempt to fire governor Lisa Cookthe first time any president has tried to remove a Fed official in the central bank's 112-year history. The case is about far more than one official's job. It could determine whether a president can remake the Fed's board at will. The court's conservative majority spent years gradually eroding the independence of regulatory agencies. Now they must decide whether to make an exception for the Fed. Fed independence has rested on three guardrails: the courts the Senate and the" [X Link](https://x.com/NickTimiraos/status/2013573854430400808) 2026-01-20T11:26Z 460K followers, 222.3K engagements "@crampell @bdquinn He often describes rates on sovereign debt the way you might think about rates if you were a corporate treasurer. If your company has the best credit it should get the lowest rates. You have the lowest default risk after all. Sovereign debt is different of course" [X Link](https://x.com/NickTimiraos/status/2016904094036738101) 2026-01-29T15:59Z 459.9K followers, 25.1K engagements "I never said the FOMC could pick the Fed Chair. What I said is accurate: the FOMC elects its own chair. I'm well aware of the nuances you outline. My point is different. The Fed chair's perceived power is largely derivative of the FOMC role. Interest rate decisions move markets dominate headlines and are what many people (including the current president) most care about. The Board chair's actual statutory responsibilities are narrower than people assume: serve as CEO of the Washington-based institution and testify to Congress twice a year. If you unbundled the rolesif the FOMC elected someone" [X Link](https://x.com/NickTimiraos/status/2018652793679040704) 2026-02-03T11:48Z 459.9K followers, [---] engagements "Tillis escalated his criticism of the DOJ's probe of the Powell Fed at a banking committee hearing on Tuesday saying multiple senators who attended Powell's hearing last June have said they saw no crime. "The entire case against Powell is encapsulated in his answers to questions before this committee" Tillis said. "And now including the chair Sen. Tim Scott we have witnesses at the alleged scene of the crime having.all said that he was testifying and we didn't see a crime." Tillis warned that if the Trump administration pursues such a "perjury trap" no one who testifies will want to answer" [X Link](https://x.com/NickTimiraos/status/2019774932100448334) 2026-02-06T14:07Z 460K followers, 77.3K engagements "Tillis's full comments:" [X Link](https://x.com/NickTimiraos/status/2019775070135074865) 2026-02-06T14:07Z 460K followers, 14.3K engagements "*Correction: on *Thursday*" [X Link](https://x.com/NickTimiraos/status/2019782428517167279) 2026-02-06T14:37Z 460K followers, 22.1K engagements "Bernanke June [----] FOMC: Ambiguity has its uses but mostly in noncooperative games like poker. Monetary policy is a cooperative game. The whole point is to get financial markets on our side and for them to do some of our work for us. In an environment of low inflation and low interest rates we need to seek ever greater clarity of communication to the markets and to the public" [X Link](https://x.com/NickTimiraos/status/2020206895659700260) 2026-02-07T18:43Z 460K followers, [----] engagements "It probably also had some important political benefit especially after the GFC for the central bank to be explaining itself publicly. Henry Gonzalez wanted to bring cameras into the FOMC room in [----]. Instead they did their own glasnost: speedier releases of minutes a post meeting statement after rate changes an five year released of transcripts. https://twitter.com/i/web/status/2020208066856206673 https://twitter.com/i/web/status/2020208066856206673" [X Link](https://x.com/NickTimiraos/status/2020208066856206673) 2026-02-07T18:48Z 460K followers, [----] engagements "@UnderBridgeFund Rents have also slowed a lot" [X Link](https://x.com/NickTimiraos/status/2021300982487863684) 2026-02-10T19:11Z 459.9K followers, [---] engagements "Government bonds aren't like a mortgage or a construction loan on a hotel and casino that you can refinance whenever rates drop. When Treasury issues a 10-year note the terms are locked in; the bondholder is guaranteed that rate for the full term. Treasury can't call it back early and reissue it at a lower rate. That's actually a feature not a bug. It's what makes Treasuries attractive to investors and keeps borrowing costs lower than they'd otherwise be. If the government could call bonds whenever it wanted investors would demand higher yields to compensate for that risk. A hotel developer" [X Link](https://x.com/NickTimiraos/status/2021611988032291277) 2026-02-11T15:47Z 460K followers, [----] engagements "The index of aggregate weekly payrolls for private-sector workers (which combines hiring wages and hours) popped in January as all three measures increased. The 12-month change ticked up to 4.8% (from a downwardly revised 3.7% in Dec) the strongest growth since May 2024" [X Link](https://x.com/NickTimiraos/status/2021624559049617508) 2026-02-11T16:37Z 460K followers, [----] engagements "SF Fed study examines [---] years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment) https://www.frbsf.org/wp-content/uploads/wp2025-26.pdf https://www.frbsf.org/wp-content/uploads/wp2025-26.pdf" [X Link](https://x.com/NickTimiraos/status/1989478883377213709) 2025-11-14T23:41Z 460K followers, 1.8M engagements "@Hauber33 they did that in today's report. Read page [--] the last paragraph in particular: https://www.bls.gov/news.release/pdf/empsit.pdf https://www.bls.gov/news.release/pdf/empsit.pdf" [X Link](https://x.com/NickTimiraos/status/2021600710052270120) 2026-02-11T15:02Z 460K followers, [----] engagements "Total job growth was +73K on average over the three months ended January (strongest since February 2025) and +14K over the prior six months. Private-sector job gains were +103K on a three-month average (highest since Dec 2024) and +62K over six months (best since Apr 2025)" [X Link](https://x.com/NickTimiraos/status/2021622757692236039) 2026-02-11T16:30Z 460K followers, [----] engagements "By analyzing $4 trillion of shipments between January [----] and November [----] researchers found that foreign exporters absorbed only about 4% of the burden of last years U.S. tariff increases by lowering their prices while American consumers and importers absorbed 96%. The tariffs had a significant effect on trade volumes: Facing higher U.S. tariffs Indian exporters maintained their prices but reduced the volume of shipments to the U.S. by 18%-24% relative to the European Union Canada and Australia the report found. Rather than acting as a tax on foreign producers the tariffs functioned as a" [X Link](https://x.com/NickTimiraos/status/2013295932742242377) 2026-01-19T17:02Z 460K followers, 1.6M engagements "UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history" [X Link](https://x.com/NickTimiraos/status/2018405590662348908) 2026-02-02T19:26Z 460K followers, 149.3K engagements "Trump picked a Fed chair he thinks he can count on. Three presidents thought the same thing. None got what they expected. The ghosts of Burns Miller and Martin loom over Trumps choice of Kevin Warsh. https://www.wsj.com/economy/central-banking/these-presidents-found-out-how-trying-to-control-the-fed-chair-can-backfire-2142c6e6st=uk5wEh&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/these-presidents-found-out-how-trying-to-control-the-fed-chair-can-backfire-2142c6e6st=uk5wEh&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2019951698429768008) 2026-02-07T01:49Z 460K followers, 86.8K engagements "From @fcastofthemonth "This is totally inexcusable. The BLS just assumed rent/OER were zero for October. I am sure they have a good technical explanation for this but the only way you get a two-month average for rent of 0.06% and OER at 0.135% is assuming October was zero. There is just no world in which this was a good idea but here we are." Some CPI observations: The recent cooling in housing inflation (rent & OER) accelerated significantly in Oct & Nov. 3M CPI housing inflation was 1.6% annualized vs 3.8% three months ago. This will show up in PCE too but it's so sharp we should wait for" [X Link](https://x.com/NickTimiraos/status/2001651964128416022) 2025-12-18T13:53Z 460K followers, 1.9M engagements "Trump announces Kevin Warsh is his pick to lead the Federal Reserve" [X Link](https://x.com/NickTimiraos/status/2017204721044390344) 2026-01-30T11:54Z 460K followers, 178.9K engagements "Excluding the nine months of the pandemic in [----] job openings in December fell to their lowest level since June [----] using a three-month moving average There were [----] openings for every worker counted as unemployed in December the lowest since May [----] (ex-pandemic)" [X Link](https://x.com/NickTimiraos/status/2019531233248600113) 2026-02-05T21:59Z 460K followers, 72.2K engagements "Dallas Fed President Lorie Logan sounded more confident about the labor market outlook compared to Sept and Nov. She is also slightly more optimistic about inflation pointing to recent downtrends in the "trimmed mean" PCE reading. But her bottom line is that she sees no reason to cut. Rates "may be very close to neutral" at a time when she is "more worried about inflation remaining stubbornly high." https://www.wsj.com/economy/central-banking/federal-reserves-policy-stance-well-positioned-dallas-fed-president-logan-says-f318290fst=GkBf8m&reflink=desktopwebshare_permalink" [X Link](https://x.com/NickTimiraos/status/2021311722003272118) 2026-02-10T19:54Z 460K followers, 40.8K engagements "Forrest Gump's life advice applies to presidents picking Fed chairs: "You never know what you're going to get." Kevin Warsh used political savvy to land the nomination. He's going to need every bit of it for what comes next. Enjoyed chatting with @BeckyQuick WSJ's @NickTimiraos says the labor market will determine what the Fed does next: https://t.co/IdROWgxNfq WSJ's @NickTimiraos says the labor market will determine what the Fed does next: https://t.co/IdROWgxNfq" [X Link](https://x.com/NickTimiraos/status/2021332618885955642) 2026-02-10T21:17Z 460K followers, 54.8K engagements "The January jobs report cements the Fed's extended pause on interest rates. Powell on Jan. 28: "The economy has once again surprised us with its strengthnot for the first time." Attention now shifts to the turn-of-the-year price resets in the CPI https://www.wsj.com/economy/jobs/january-jobs-report-unemployment-b703b0e3st=sh9QPa&reflink=desktopwebshare_permalink The U.S. economy added [------] jobs in January and the unemployment rate ticked down to 4.3%. Revisions reduced net job growth in November and December by a combined [------] versus prior reports." [X Link](https://x.com/NickTimiraos/status/2021583371369873858) 2026-02-11T13:53Z 460K followers, 124.5K engagements "Average monthly private-sector job growth was +30K last year. This is the lowest level of growth for an economy that isn't in recession since the so-called "jobless recovery" of 2003" [X Link](https://x.com/NickTimiraos/status/2021622159186272671) 2026-02-11T16:27Z 460K followers, [----] engagements "On an unrounded basis the unemployment rate fell to 4.283% in January from 4.375% in December. This has completely unwound the rise seen between July and November (from 4.267% to 4.536%). The low for the prior [--] months was January [----] at 4.022%" [X Link](https://x.com/NickTimiraos/status/2021625263176691967) 2026-02-11T16:39Z 460K followers, 19.9K engagements "@PressSec Here's what the chart looks like using a full year of data instead of just one month" [X Link](https://x.com/NickTimiraos/status/2021632285490262316) 2026-02-11T17:07Z 460K followers, 39.3K engagements "@RealEJAntoni The economy added fewer private sector jobs for the most recent 12-month period than the year-earlier period" [X Link](https://x.com/NickTimiraos/status/2021633520901464132) 2026-02-11T17:12Z 460K followers, 19.1K engagements "On a NSA basis initial claims and continuing claims as a share of covered employment are running at the high end of the pre-pandemic and [------] range. No sign of a meaningful break from the no-hire no-fire equilibrium that has characterized the labor market in recent years" [X Link](https://x.com/NickTimiraos/status/2021952513151545622) 2026-02-12T14:20Z 460K followers, 38K engagements "Core CPI was +0.295% in January (3.6% annualized) slightly below some expectations. CPI rose 2.5% over the last [--] months and 2.5% over the last six months annualized Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y (core m/m accelerating from 0.24% in Dec but y/y ticking down from https://t.co/g3S5b0EM8D Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down" [X Link](https://x.com/NickTimiraos/status/2022307267924709736) 2026-02-13T13:49Z 460K followers, 78.2K engagements "Why the unemployment rate improved mostly for the right reasons http://t.co/5BMh9U9CyD via @JoshZumbrun http://t.co/ljbj4xSVAD http://on.wsj.com/1rT2LCq http://on.wsj.com/1rT2LCq" [X Link](https://x.com/NickTimiraos/status/518070111438008320) 2014-10-03T16:08Z 372.7K followers, [--] engagements "Longer run is now. The unemployment rate is now in the Fed's forecast range. http://t.co/oToHOMyvFg via @JoshZumbrun http://t.co/lhBxW1kOb5 http://on.wsj.com/1rT0VBC http://on.wsj.com/1rT0VBC" [X Link](https://x.com/NickTimiraos/status/518078552080515072) 2014-10-03T16:42Z 372.6K followers, [--] engagements "The federal deficit has shrunk to below the average going back to the 1980s http://t.co/aoyH2gGZfU via @JoshZumbrun http://t.co/QKxX0Co6g3 http://on.wsj.com/1yNwZvf http://on.wsj.com/1yNwZvf" [X Link](https://x.com/NickTimiraos/status/520249930137337857) 2014-10-09T16:30Z 372.8K followers, [--] engagements "The federal government now employs the fewest people since [----] http://t.co/rfKtJ69tq1 http://t.co/5wVrBOX2mN http://on.wsj.com/1tQehQ6 http://on.wsj.com/1tQehQ6" [X Link](https://x.com/NickTimiraos/status/530773964495552513) 2014-11-07T17:29Z 372.5K followers, [---] engagements "Just 15% of homes listed for sale in San Francisco are affordable for middle-class households http://t.co/JmJDhCxuG2 http://t.co/B3uOf3vVU2 http://www.trulia.com/trends/2014/11/middle-class-millennials-report/ http://www.trulia.com/trends/2014/11/middle-class-millennials-report/" [X Link](https://x.com/NickTimiraos/status/534732293688918017) 2014-11-18T15:38Z 372.5K followers, [--] engagements "BHP's decision to increase copper investment is a bet on China's rising middle class http://t.co/EZAiAuB4i4 http://t.co/Y0aXv5WvLX http://on.wsj.com/11ho4Dd http://on.wsj.com/11ho4Dd" [X Link](https://x.com/NickTimiraos/status/535048609863970816) 2014-11-19T12:35Z 372.5K followers, [--] engagements "Factory jobs aren't what they used to be: average workweek nears record high but wages suffer http://t.co/N9j2jr6Wy3 http://t.co/TMm2C6UdrV http://nyti.ms/1qCWnAW http://nyti.ms/1qCWnAW" [X Link](https://x.com/NickTimiraos/status/535827753954603008) 2014-11-21T16:11Z 372.7K followers, [--] engagements "Joe Morgenstern reviews The Interview: "Torture from almost start to finish" http://t.co/a7xNqCQyp8 http://t.co/5Cxzgss33C http://on.wsj.com/1AwR9ql http://on.wsj.com/1AwR9ql" [X Link](https://x.com/NickTimiraos/status/545700078766551042) 2014-12-18T22:00Z 432.6K followers, [--] engagements "Home prices in Detroit are 1% lower than in Jan. [----]. In Los Angeles they're up 125% http://t.co/sm8tGV63NL http://t.co/dEk5Mgt1oq http://graphics.wsj.com/us-housing-market/ http://graphics.wsj.com/us-housing-market/" [X Link](https://x.com/NickTimiraos/status/548153725420728324) 2014-12-25T16:30Z 372.7K followers, [--] engagements "Half of [---] small-biz owners expect the economy to improve this year up from 38% a year ago http://t.co/mu9wToKmMf http://t.co/ET0s8y1g1N http://www.wsj.com/articles/solid-economy-causes-small-business-optimism-to-surge-1420153851 http://www.wsj.com/articles/solid-economy-causes-small-business-optimism-to-surge-1420153851" [X Link](https://x.com/NickTimiraos/status/551135899023470592) 2015-01-02T22:00Z 372.5K followers, [--] engagements "Early loan delinquencies on car loans have risen to their highest levels since the recession http://t.co/PmTR8l3G1K http://t.co/LsWzWznoHF http://on.wsj.com/1yHy5Z5 http://on.wsj.com/1yHy5Z5" [X Link](https://x.com/NickTimiraos/status/553536748517457921) 2015-01-09T13:00Z 439.6K followers, [--] engagements "Share of Americans that consider themselves "middle class" 2014: 44% 2008: 53% http://t.co/OKH8BB5fbb #SOTU http://t.co/3D1Y38nkZd http://on.wsj.com/1CyxrLB http://on.wsj.com/1CyxrLB" [X Link](https://x.com/NickTimiraos/status/557718003588947968) 2015-01-21T01:55Z 372.5K followers, [--] engagements "What gives bitcoin its potential to disrupt global finance http://t.co/aQhrlRKCPO http://t.co/FgCVzKyhd9 http://on.wsj.com/1t7d1cC http://on.wsj.com/1t7d1cC" [X Link](https://x.com/NickTimiraos/status/559149936512491521) 2015-01-25T00:45Z 372.5K followers, [--] engagements "Who's in the top 1% in your state $228000 in Arkansas and $678000 in Connecticut http://t.co/nv1PM9NQgs http://t.co/F7y44caOE1 http://on.wsj.com/1y37n8n http://on.wsj.com/1y37n8n" [X Link](https://x.com/NickTimiraos/status/560115023708565505) 2015-01-27T16:40Z 436.8K followers, [---] engagements "Pump priming: Revolving consumer credit (mostly credit cards) posts largest gain since March http://t.co/nAaQxE6XLm http://t.co/jJdXEWk1ym http://on.wsj.com/1KoRxN0 http://on.wsj.com/1KoRxN0" [X Link](https://x.com/NickTimiraos/status/563833185625055232) 2015-02-06T22:54Z 372.5K followers, [--] engagements "Mortgage apps for home purchases--flat last week--are running above year-ago levels for the first time in over a year http://t.co/in7LdSTLQ5" [X Link](https://x.com/NickTimiraos/status/565480447698673664) 2015-02-11T12:00Z 433.2K followers, [--] engagements "Apple first US company to close above $700 billion is worth more than two Walmarts http://t.co/CLWgkwcU9G http://t.co/iGK9cPJcWY http://on.wsj.com/1KL22Zw http://on.wsj.com/1KL22Zw" [X Link](https://x.com/NickTimiraos/status/565540923677753344) 2015-02-11T16:00Z 440K followers, [---] engagements "Greek finance chief: "We should not be asked to impose measures that are clearly recessionary" http://t.co/HYuyqkbrik http://t.co/RHl7IOOH92 http://on.wsj.com/1EIhDGX http://on.wsj.com/1EIhDGX" [X Link](https://x.com/NickTimiraos/status/567722707488219136) 2015-02-17T16:30Z 373K followers, [--] engagements "90-day delinquencies on car loans tick up surpassed mortgage delinquencies at the end of [----] http://t.co/z4cyaFoQMZ http://t.co/IfSL1sKwcp http://nyfed.org/17Nmf4W http://nyfed.org/17Nmf4W" [X Link](https://x.com/NickTimiraos/status/567726701702938624) 2015-02-17T16:46Z 372.5K followers, [--] engagements "What does Wal-Mart's wage move say about labor market slack http://t.co/AhFzL2jtM8 http://t.co/Qvxmflz4VO http://on.wsj.com/1EZ4Foy http://on.wsj.com/1EZ4Foy" [X Link](https://x.com/NickTimiraos/status/568745666014351360) 2015-02-20T12:15Z 372.1K followers, [--] engagements "Wells Fargo which avoided worst of mortgage bust caps subprime auto at 10% of total car book http://t.co/Cip2ih9uVU http://t.co/RrYM5EleEE http://nyti.ms/1BynMar http://nyti.ms/1BynMar" [X Link](https://x.com/NickTimiraos/status/572509239962427392) 2015-03-02T21:30Z 372.5K followers, [--] engagements "41% of Americans identify as middle class down from 46% in [----] http://t.co/sQ9dyBlUqz http://t.co/tyuV1b2t0Y http://blogs.wsj.com/economics/2015/03/15/american-class-perceptions-weather-economic-storm/ http://blogs.wsj.com/economics/2015/03/15/american-class-perceptions-weather-economic-storm/" [X Link](https://x.com/NickTimiraos/status/577144650701643776) 2015-03-15T16:29Z 372.7K followers, [--] engagements "U.S. cities with the most income inequality: Atlanta San Francisco Boston Miami Washington DC http://t.co/hcpuzhqtQ8 http://t.co/2eratfqI5E http://on.wsj.com/1BFF6oS http://on.wsj.com/1BFF6oS" [X Link](https://x.com/NickTimiraos/status/579674561265840128) 2015-03-22T16:02Z 438.2K followers, [---] engagements "Volvo will spend $500 million to build a new vehicle factory in the U.S. http://t.co/lRP3upVr4U http://t.co/foH7yc5oRc http://on.wsj.com/1a9tjd5 http://on.wsj.com/1a9tjd5" [X Link](https://x.com/NickTimiraos/status/582558112764297216) 2015-03-30T15:00Z 372.4K followers, [--] engagements "Last spring was a bust for the U.S. housing market. This year things are looking brighter http://t.co/sssIpjCQjq http://t.co/JqabaLM1bG http://on.wsj.com/1Nfc8bB http://on.wsj.com/1Nfc8bB" [X Link](https://x.com/NickTimiraos/status/586499094601928705) 2015-04-10T12:00Z 372.7K followers, [--] engagements "Blinder: Why the Fed should be in no hurry to raise interest rates--inflation is weak http://t.co/IEFQBu1pI8 http://t.co/vuSOhlqPPq http://on.wsj.com/1yiLis1 http://on.wsj.com/1yiLis1" [X Link](https://x.com/NickTimiraos/status/587620055275429888) 2015-04-13T14:15Z 372.5K followers, [--] engagements "Panetta and Hadley: The oil export ban harms national security http://t.co/DtPUc5n9ER http://t.co/MK86R4iY4a http://on.wsj.com/1Ae1nkj http://on.wsj.com/1Ae1nkj" [X Link](https://x.com/NickTimiraos/status/601074210627264512) 2015-05-20T17:17Z 372.5K followers, [--] engagements "There's a whole generation of Wall Street traders who haven't seen a rate hike http://t.co/T64LzSWWPO http://t.co/ir9fEDoQqa http://bloom.bg/1FjGIYu http://bloom.bg/1FjGIYu" [X Link](https://x.com/NickTimiraos/status/604293713859350528) 2015-05-29T14:30Z 372.7K followers, [--] engagements "Why the dollar's rise is complicating matters for the Fed which wants to raise rates http://t.co/1n5CVC9Ayi http://t.co/j6QCu995Dz http://on.wsj.com/1crZlRN http://on.wsj.com/1crZlRN" [X Link](https://x.com/NickTimiraos/status/605100947656744960) 2015-05-31T19:58Z 372.8K followers, [--] engagements "Concern about Treasury bond market liquidity prompts review report today from regulators http://t.co/wFqE1JkXAL http://t.co/GZbSALXtl8 http://on.wsj.com/1JZjKwW http://on.wsj.com/1JZjKwW" [X Link](https://x.com/NickTimiraos/status/620555019205672960) 2015-07-13T11:27Z 372.7K followers, [--] engagements "Bernie Sanders has raised more money than Rand Paul and Mike Huckabee combined http://t.co/Af71DD6TPS http://t.co/2X7J6BJIdG http://www.nytimes.com/interactive/2016/us/elections/election-2016-campaign-money-race.html http://www.nytimes.com/interactive/2016/us/elections/election-2016-campaign-money-race.html" [X Link](https://x.com/NickTimiraos/status/621748633436823553) 2015-07-16T18:30Z 373.1K followers, [--] engagements "After a near death experience in [----] hedge-fund firm Citadel has expanded rapidly http://t.co/SvB0DJWLpc http://t.co/4lliBt652P http://on.wsj.com/1KOEeGf http://on.wsj.com/1KOEeGf" [X Link](https://x.com/NickTimiraos/status/628532014195572736) 2015-08-04T11:44Z 372.5K followers, [--] engagements "America's six year bull market is flagging but its economic expansion isn't http://t.co/uQz9KJ2PSj http://t.co/pDdmutrgOe http://www.wsj.com/articles/economic-risk-of-stock-plunge-varies-around-globe-1440201172 http://www.wsj.com/articles/economic-risk-of-stock-plunge-varies-around-globe-1440201172" [X Link](https://x.com/NickTimiraos/status/635104424982134784) 2015-08-22T15:01Z 372.5K followers, [--] engagements "Houston which has been one of the hottest housing markets is slowing down http://t.co/YK98TCDb5a http://t.co/FyX8ZAp4cl http://www.houstonchronicle.com/business/real-estate/article/Housing-market-shows-signs-it-s-slowing-down-6484233.php http://www.houstonchronicle.com/business/real-estate/article/Housing-market-shows-signs-it-s-slowing-down-6484233.php" [X Link](https://x.com/NickTimiraos/status/641374257142960128) 2015-09-08T22:15Z 372.5K followers, [--] engagements "Trump doesn't use a computer. Just a smartphone from the chaise lounge while watching TV http://t.co/Khdm574fCt http://t.co/u8pAHlRNB1 http://on.wsj.com/1UNjfvB http://on.wsj.com/1UNjfvB" [X Link](https://x.com/NickTimiraos/status/643405104054431744) 2015-09-14T12:45Z 372K followers, [--] engagements "What's been worse for community banks: Dodd-Frank or low interest rates http://t.co/Kog8e12Xts via @KateDavidson http://t.co/s7gfpVqcnp http://on.wsj.com/1WHOu8R http://on.wsj.com/1WHOu8R" [X Link](https://x.com/NickTimiraos/status/651083235548643329) 2015-10-05T17:15Z 372.3K followers, [--] engagements "San Francisco Fed model: Median estimate of natural interest rates right now is negative 2.1% http://t.co/FeqO4JFUpb http://t.co/vTnmdzsNGH http://bit.ly/1G9ZYhe http://bit.ly/1G9ZYhe" [X Link](https://x.com/NickTimiraos/status/653707027085152256) 2015-10-12T23:01Z 372K followers, [--] engagements "Exporters are hit by dollar strength and drillers by low oil: Corporate debt market stumbles http://t.co/SA3wakMT11 http://t.co/piPRHza8LX http://on.wsj.com/1N8XwHB http://on.wsj.com/1N8XwHB" [X Link](https://x.com/NickTimiraos/status/654039117290962944) 2015-10-13T21:00Z 372.7K followers, [--] engagements "Starwood makes a big bet on apartments buying [-----] from Zell's Equity Residential http://www.wsj.com/articles/sam-zell-edges-out-of-apartments-1445832247 http://www.wsj.com/articles/sam-zell-edges-out-of-apartments-1445832247" [X Link](https://x.com/NickTimiraos/status/658593715737526272) 2015-10-26T10:39Z 372.7K followers, [--] engagements "Five things to watch from the Federal Reserve's meeting today via @BenLeubsdorf http://on.wsj.com/1OWt70Z http://on.wsj.com/1OWt70Z" [X Link](https://x.com/NickTimiraos/status/659373325634949122) 2015-10-28T14:17Z 372.1K followers, [--] engagements "The reality of $50 oil settles in Shell: $6.1 billion loss ConocoPhillips: $1.1 billion loss http://on.wsj.com/1GyI1tl http://on.wsj.com/1GyI1tl" [X Link](https://x.com/NickTimiraos/status/659780598827995136) 2015-10-29T17:15Z 372.5K followers, [--] engagements "World Series Twitter" [X Link](https://x.com/NickTimiraos/status/661031548947419136) 2015-11-02T04:06Z 372.4K followers, [--] engagements "FHA capital-reserve ratio returns above federally mandated level for first time since [----] http://www.wsj.com/articles/fha-meets-minimum-reserve-requirement-for-first-time-since-2009-1447671842 http://www.wsj.com/articles/fha-meets-minimum-reserve-requirement-for-first-time-since-2009-1447671842" [X Link](https://x.com/NickTimiraos/status/666243224932061184) 2015-11-16T13:15Z 373.1K followers, [--] engagements "Rich Cromwell: Families want economic growth not bigger child tax credits http://thefederalist.com/2015/11/18/families-want-economic-growth-not-bigger-child-tax-credits/ http://thefederalist.com/2015/11/18/families-want-economic-growth-not-bigger-child-tax-credits/" [X Link](https://x.com/NickTimiraos/status/667043410658910211) 2015-11-18T18:15Z 372K followers, [--] engagements "Uh-oh: UnitedHealth raises doubts about its participation in Affordable Care Act http://on.wsj.com/1OgRuoI http://on.wsj.com/1OgRuoI" [X Link](https://x.com/NickTimiraos/status/667370514642567168) 2015-11-19T15:55Z 373.1K followers, [--] engagements "What does a tech company do when some investors want an IPO and others don't http://on.wsj.com/1moUvdt http://on.wsj.com/1moUvdt" [X Link](https://x.com/NickTimiraos/status/682235968175366144) 2015-12-30T16:25Z 372.2K followers, [--] engagements "Why December private payrolls aren't a great predictor of the jobs report http://on.wsj.com/22Nc8Vj http://on.wsj.com/22Nc8Vj" [X Link](https://x.com/NickTimiraos/status/685442031766880256) 2016-01-08T12:44Z 372.1K followers, [--] engagements "Jobs report in December -Added 292K jobs -Hourly wages up 2.5% -Unemployment rate: 5% http://on.wsj.com/1RdtB5p http://on.wsj.com/1RdtB5p" [X Link](https://x.com/NickTimiraos/status/685455955912462336) 2016-01-08T13:40Z 372.2K followers, [--] engagements "The unemployment rate for the least educated US workers fell sharply last year http://on.wsj.com/22PJ0gq http://on.wsj.com/22PJ0gq" [X Link](https://x.com/NickTimiraos/status/685480144618795008) 2016-01-08T15:16Z 372.4K followers, [--] engagements "Sad how much this is coming up today "If the jobs report was so good why are [--] million ppl not working" ANSWER: http://on.wsj.com/1OSRUTw http://on.wsj.com/1OSRUTw" [X Link](https://x.com/NickTimiraos/status/685513385568550912) 2016-01-08T17:28Z 372.1K followers, [--] engagements "2015: The first year since [----] when consumers housing and government spending all boosted GDP growth http://on.wsj.com/1Kf34m6 http://on.wsj.com/1Kf34m6" [X Link](https://x.com/NickTimiraos/status/693073909562761216) 2016-01-29T14:11Z 372.5K followers, [--] engagements "White House proposes new infrastructure funding with 'fee' on oil firms The ones slashing investment/dividends today http://on.wsj.com/20bwOCz http://on.wsj.com/20bwOCz" [X Link](https://x.com/NickTimiraos/status/695345874231136256) 2016-02-04T20:39Z 372.5K followers, [--] engagements ""It's creepy": Lenders drop plans to use social media to gauge creditworthiness http://on.wsj.com/1S0F4oO http://on.wsj.com/1S0F4oO" [X Link](https://x.com/NickTimiraos/status/702616087964176384) 2016-02-24T22:08Z 372.5K followers, [--] engagements "The [--] most expensive cities in the world to live now include New York and Los Angeles http://on.wsj.com/1M942Mn http://on.wsj.com/1M942Mn" [X Link](https://x.com/NickTimiraos/status/707955527817547777) 2016-03-10T15:45Z 378.1K followers, [--] engagements "Uh-oh: [--] in [--] auto loans in a November securitization were [--] days or more past due by February http://on.wsj.com/1QOTFkX http://on.wsj.com/1QOTFkX" [X Link](https://x.com/NickTimiraos/status/709052362162176000) 2016-03-13T16:23Z 372.5K followers, [--] engagements "This chart from MFR's Josh Shapiro: Declining profit margins suggest a slowdown in job gains later this year" [X Link](https://x.com/NickTimiraos/status/709903271201267714) 2016-03-16T00:45Z 372.5K followers, [--] engagements "AllianceBernstein joins Pimco in arguing that Congress should cut a deal that lets Puerto Rico restructure its debt https://blog.abglobal.com/post/en/2016/03/puerto-rico-bonds-restructure-needed https://blog.abglobal.com/post/en/2016/03/puerto-rico-bonds-restructure-needed" [X Link](https://x.com/NickTimiraos/status/710157247859564546) 2016-03-16T17:34Z 372.5K followers, [--] engagements "Yellen's answer on this finreg question sounds like a rebuttal to the @neelkashkari speech last month" [X Link](https://x.com/NickTimiraos/status/710184879456178177) 2016-03-16T19:24Z 432.7K followers, [--] engagements "A big complication for monetary policy: Fiscal spending isn't what it used to be http://on.wsj.com/25T44UP http://on.wsj.com/25T44UP" [X Link](https://x.com/NickTimiraos/status/719487788136210433) 2016-04-11T11:30Z 372.7K followers, [--] engagements "Hillary Clinton on financial regulation: Don't focus solely on the banks http://www.nydailynews.com/opinion/transcript-hillary-clinton-meets-news-editorial-board-article-1.2596292 http://www.nydailynews.com/opinion/transcript-hillary-clinton-meets-news-editorial-board-article-1.2596292" [X Link](https://x.com/NickTimiraos/status/719639765457305600) 2016-04-11T21:34Z 372.8K followers, [--] engagements "@joshboak you get the prize for spotting it first" [X Link](https://x.com/NickTimiraos/status/720686210721652736) 2016-04-14T18:52Z 432.7K followers, [--] engagements "Serious question: Who was the last presidential nominee of a major party who wasn't endorsed by *any* living presidents" [X Link](https://x.com/NickTimiraos/status/728228256416210944) 2016-05-05T14:22Z 372.7K followers, [--] engagements "Surging home prices in coastal California are making teardowns more popular than ever http://on.wsj.com/26WHwTw http://on.wsj.com/26WHwTw" [X Link](https://x.com/NickTimiraos/status/728279032278728704) 2016-05-05T17:43Z 372.5K followers, [--] engagements "How much do vice presidential selections really matter http://on.wsj.com/2a62pEG http://on.wsj.com/2a62pEG" [X Link](https://x.com/NickTimiraos/status/755205886453420033) 2016-07-19T01:01Z 372.7K followers, [--] engagements "Trump on a foreign government getting involved in the US election: "That gives me no pause."" [X Link](https://x.com/NickTimiraos/status/758322833911013377) 2016-07-27T15:27Z 372.7K followers, [---] engagements "Why the U.S. homeownership rate at a 50-year low could keep falling http://on.wsj.com/1IvwgDA http://on.wsj.com/1IvwgDA" [X Link](https://x.com/NickTimiraos/status/758719985401356288) 2016-07-28T17:45Z 372.4K followers, [--] engagements "How society changed between Hillary Clinton's college graduation and presidential nomination http://on.wsj.com/2ahWKfU http://on.wsj.com/2ahWKfU" [X Link](https://x.com/NickTimiraos/status/759191889916624896) 2016-07-30T01:00Z 372.8K followers, [--] engagements "How current economic indicators stack up against recent elections after a two-term president http://on.wsj.com/2aJ9Hi4 http://on.wsj.com/2aJ9Hi4" [X Link](https://x.com/NickTimiraos/status/760418689208287232) 2016-08-02T10:15Z 372.7K followers, [--] engagements "@kimmaicutler The period where the US was least dependent on GSE/USG lifelines The massive housing bubble" [X Link](https://x.com/NickTimiraos/status/766317114382807040) 2016-08-18T16:53Z 372.1K followers, [--] engagements "Dividends are rising to historically high level as a share of corporate profits http://on.wsj.com/2bBiZND http://on.wsj.com/2bBiZND" [X Link](https://x.com/NickTimiraos/status/766579217131765760) 2016-08-19T10:15Z 372.4K followers, [--] engagements "GOP governors are talking up the economy in their states while Trump laments economic "disaster" http://on.wsj.com/2bOKnJk http://on.wsj.com/2bOKnJk" [X Link](https://x.com/NickTimiraos/status/770587082645508097) 2016-08-30T11:40Z 372.5K followers, [--] engagements "Paul Ryan mentioned his party's presidential nominee by name zero times in his talk at the Economic Club of NY http://cs.pn/2ckjOwU http://cs.pn/2ckjOwU" [X Link](https://x.com/NickTimiraos/status/778175624653467648) 2016-09-20T10:15Z 372.1K followers, [--] engagements "Trump economic adviser Peter Navarro at Bloomberg Politics event this morning:" [X Link](https://x.com/NickTimiraos/status/786568230768742400) 2016-10-13T14:04Z 372.8K followers, [--] engagements "Chris Wallace is lecturing a presidential candidate on the principle of a peaceful transfer of power in a democracy" [X Link](https://x.com/NickTimiraos/status/788924879084978176) 2016-10-20T02:08Z 372.5K followers, [---] engagements "Big tariffs on American smartphone production in China would be great for Vietnam http://www.wsj.com/articles/a-snag-in-donald-trumps-pledge-to-make-america-make-again-asia-1479293609 http://www.wsj.com/articles/a-snag-in-donald-trumps-pledge-to-make-america-make-again-asia-1479293609" [X Link](https://x.com/NickTimiraos/status/799046920798949377) 2016-11-17T00:30Z 372.3K followers, [--] engagements "Larry Summers: Tax reform and infrastructure spending can boost growth but Trumpian proposals fall way short https://www.ft.com/content/d711b9dc-b899-11e6-961e-a1acd97f622d https://www.ft.com/content/d711b9dc-b899-11e6-961e-a1acd97f622d" [X Link](https://x.com/NickTimiraos/status/808468972022726656) 2016-12-13T00:29Z 372.7K followers, [--] engagements "Peter Navarro named today by Trump to head a new trade council in [----] on how CEOs aren't doing enough to prepare for a Chinese trade war" [X Link](https://x.com/NickTimiraos/status/811705246892388353) 2016-12-21T22:49Z 372.7K followers, [--] engagements "House Republucans have proposed a border adjustment tax to move Trump away from tariffs. What if Trump resists http://www.wsj.com/articles/trump-warns-on-house-republican-tax-plan-1484613766 http://www.wsj.com/articles/trump-warns-on-house-republican-tax-plan-1484613766" [X Link](https://x.com/NickTimiraos/status/821161661176352769) 2017-01-17T01:06Z 372.5K followers, [--] engagements "Great backstory here on the failed bank Steven Mnuchin bought after he got IndyMac from the FDIC http://www.wsj.com/articles/treasury-pick-mnuchin-like-his-would-be-boss-followed-his-own-rules-1484688776 http://www.wsj.com/articles/treasury-pick-mnuchin-like-his-would-be-boss-followed-his-own-rules-1484688776" [X Link](https://x.com/NickTimiraos/status/821475353990483968) 2017-01-17T21:52Z 373.1K followers, [--] engagements "Bernanke: The case for deferring action to shrink the Fed's balance sheet is high. No need to change course now https://www.brookings.edu/blog/ben-bernanke/2017/01/26/shrinking-the-feds-balance-sheet/ https://www.brookings.edu/blog/ben-bernanke/2017/01/26/shrinking-the-feds-balance-sheet/" [X Link](https://x.com/NickTimiraos/status/824638831496290304) 2017-01-26T15:23Z 372.6K followers, [--] engagements "One wonders what the director of the National Economic Council thinks of this. https://x.com/SullyCNBC/status/825045224716136448 https://x.com/SullyCNBC/status/825045224716136448" [X Link](https://x.com/NickTimiraos/status/825086924566192130) 2017-01-27T21:03Z 371.9K followers, [--] engagements "Peter Navarro White House trade official dismisses Citi analysis on border-adjustability tax as "fake study" http://video.cnbc.com/gallery/video=3000588358 http://video.cnbc.com/gallery/video=3000588358" [X Link](https://x.com/NickTimiraos/status/825093386906566657) 2017-01-27T21:29Z 372.8K followers, [---] engagements "WH trade adviser Peter Navarro to CNBC: "Every little bit of ink that comes out of the pen of President Trump creates more jobs."" [X Link](https://x.com/NickTimiraos/status/825118925931298816) 2017-01-27T23:10Z 372.7K followers, [--] engagements "See if you can spot the housing bubble in this chart" [X Link](https://x.com/NickTimiraos/status/832274350065717248) 2017-02-16T17:04Z 372.4K followers, [---] engagements "Trump trade adviser Peter Navarro: The U.S. could lose a war not by shots being fired but by cash registers ringing https://www.wsj.com/articles/trump-trade-adviser-peter-navarro-makes-cutting-trade-deficit-top-priority-1488815842 https://www.wsj.com/articles/trump-trade-adviser-peter-navarro-makes-cutting-trade-deficit-top-priority-1488815842" [X Link](https://x.com/NickTimiraos/status/838795287833493504) 2017-03-06T16:55Z 372.8K followers, [--] engagements "Great chart from DB's Torsten Slok showing how many folks with weaker credit scores aren't even trying to get loans vs [--] years ago" [X Link](https://x.com/NickTimiraos/status/851168825273966593) 2017-04-09T20:23Z 372.5K followers, [--] engagements "When other nations cut their corporate tax rates business investment picked up but overall GDP growth Not so much https://www.wsj.com/articles/corporate-tax-cut-as-growth-elixir-foreign-experience-suggests-caution-1493641719 https://www.wsj.com/articles/corporate-tax-cut-as-growth-elixir-foreign-experience-suggests-caution-1493641719" [X Link](https://x.com/NickTimiraos/status/859101388621656066) 2017-05-01T17:45Z 372.7K followers, [--] engagements "@bethanymac12 Straw man Couldn't the same be said about "wind down." None of the mainstream proposals do that" [X Link](https://x.com/NickTimiraos/status/862317058750590976) 2017-05-10T14:43Z 428.8K followers, [--] engagements "What several years of conservative credit standards have wrought: Pristine credit scores https://www.wsj.com/articles/credit-scores-hit-record-high-as-recession-wounds-heal-1496055600 https://www.wsj.com/articles/credit-scores-hit-record-high-as-recession-wounds-heal-1496055600" [X Link](https://x.com/NickTimiraos/status/869335140539002880) 2017-05-29T23:30Z 372.5K followers, [--] engagements "Bank of Canada raises policy rate for first time since [----] https://www.wsj.com/articles/bank-of-canada-raises-policy-rate-for-first-time-since-2010-1499868949 https://www.wsj.com/articles/bank-of-canada-raises-policy-rate-for-first-time-since-2010-1499868949" [X Link](https://x.com/NickTimiraos/status/885141089027588097) 2017-07-12T14:17Z 372.5K followers, [--] engagements "@carney @ObsoleteDogma @jonathanweisman @chrislhayes Under Obama the US had 3% growth on a YoY basis in four separate quarters. https://www.wsj.com/articles/u-s-gdp-growth-revised-up-to-3-0-pace-in-the-second-quarter-1504096685 https://www.wsj.com/articles/u-s-gdp-growth-revised-up-to-3-0-pace-in-the-second-quarter-1504096685" [X Link](https://x.com/NickTimiraos/status/902990188871380992) 2017-08-30T20:23Z 372.7K followers, [---] engagements "Yellen on how the Fed would respond to a tax cut that boosts growth: We welcome strong growth. The Fed is not trying to stifle growth. Were worried about trends that could push inflation above our 2% objective" [X Link](https://x.com/NickTimiraos/status/935896423140294656) 2017-11-29T15:41Z 372.5K followers, [--] engagements "In a rare interview Janet Yellen explained how she felt about Donald Trump's decision not to offer a second term: "I would have liked to serve an additional term and I did make that clear. So I will say that I was disappointed not to be reappointed." https://www.pbs.org/newshour/show/despite-bad-day-for-the-dow-yellen-sees-long-term-growth-as-she-leaves-the-federal-reserve https://www.pbs.org/newshour/show/despite-bad-day-for-the-dow-yellen-sees-long-term-growth-as-she-leaves-the-federal-reserve" [X Link](https://x.com/NickTimiraos/status/959614273747148800) 2018-02-03T02:27Z 372.7K followers, [---] engagements "Jay Powell who begins his term as Fed chair today landed at the central bank six years ago almost by accident https://www.wsj.com/articles/mr-under-the-radar-jerome-powell-trumps-federal-reserve-pick-signals-continuity-1509643306 https://www.wsj.com/articles/mr-under-the-radar-jerome-powell-trumps-federal-reserve-pick-signals-continuity-1509643306" [X Link](https://x.com/NickTimiraos/status/960478031818166273) 2018-02-05T11:39Z 372.1K followers, [--] engagements "Jay Powell had an unlucky first day as Fed chair. Says his colleague @RobSKaplan: The next year or two is going to be a period where we need to be on our toes. https://www.wsj.com/articles/market-turmoil-greets-new-federal-reserve-chairman-1517873081 https://www.wsj.com/articles/market-turmoil-greets-new-federal-reserve-chairman-1517873081" [X Link](https://x.com/NickTimiraos/status/960689543065292800) 2018-02-06T01:40Z 372.3K followers, [--] engagements "It's one thing to say austerity is over and quite another to say big government is back considering that discretionary spending as a share of GDP is still near multidecade lows" [X Link](https://x.com/NickTimiraos/status/962099675414368257) 2018-02-09T23:03Z 438.4K followers, [--] engagements "As Fed chair Jay Powell is stressing continuity and officials seem unperturbed by recent market volatility and signs of firming inflation https://www.wsj.com/articles/for-the-federal-reserve-a-new-chief-but-same-interest-rate-path-1518813565 https://www.wsj.com/articles/for-the-federal-reserve-a-new-chief-but-same-interest-rate-path-1518813565" [X Link](https://x.com/NickTimiraos/status/964600681020706816) 2018-02-16T20:41Z 372.5K followers, [--] engagements "In the span of three months Trump will have: -Approved a tax cut of at least $1.5 trillion over [--] years -Approved new spending to further boost deficits to 5-6% of GDP by next year -Enacted 25% steel and 10% aluminum tariffs -Replaced the top leadership at the Federal Reserve" [X Link](https://x.com/NickTimiraos/status/969285496139665408) 2018-03-01T18:57Z 372.5K followers, [--] engagements "Two administration officials tell Bloomberg that Peter Navarro won't be allowed to meet with the Chinese economic minister because he has been acting "erratically and unprofessionally" https://www.bloomberg.com/news/articles/2018-05-16/top-trump-trade-adviser-is-said-to-be-excluded-from-china-talks https://www.bloomberg.com/news/articles/2018-05-16/top-trump-trade-adviser-is-said-to-be-excluded-from-china-talks" [X Link](https://x.com/NickTimiraos/status/996840698237390849) 2018-05-16T19:51Z 372.7K followers, [---] engagements "Brian Montgomery the FHA commissioner during the housing bubble who later became an industry consultant wins [--] votes to return for a second stint as FHA commissioner. https://x.com/SenatePress/status/999376955790319617 #Senate confirms Brian Montgomery to be an Asst Sec of @HUDgov 74-23 No votes: Blumenthal Brown Cantwell Casey Cortez Masto Durbin Feinstein Gillibrand Harris Heinrich Hirono Markey Merkley Murray Reed Sanders Schumer Shaheen Stabenow Udall Warren Whitehouse Wyden https://x.com/SenatePress/status/999376955790319617 #Senate confirms Brian Montgomery to be an Asst Sec of @HUDgov" [X Link](https://x.com/NickTimiraos/status/999390076210737153) 2018-05-23T20:42Z 372.7K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NickTimiraos Nick TimiraosThe 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 [--].
Social category influence finance #962 us election 4.84% countries 3.23% stocks 2.15% technology brands 1.61% social networks 1.08% currencies 0.54% celebrities 0.54% cryptocurrencies 0.54% automotive brands 0.54%
Social topic influence inflation #28, kevin warsh #47, in the 4.84%, fomc #254, fed chair #75, debt #512, tariffs #1346, finance 2.15%, core #105, scott 2.15%
Top accounts mentioned or mentioned by @darioperkins @jackburton109 @carney @joshzumbrun @tonitrades_ @tensorproducer @amdst2727 @andyz8818576155 @rev_cap @dicksmeasured @sidprabhu @blacklioncta @deepcapehero @hauber33 @realejantoni @freightalley @freshgear02 @milliondivs @warrenpies @crypto_briefing
Top assets mentioned CAVA Group, Inc. (CAVA) Bitcoin (BTC) CITADEL (CITADEL) ConocoPhillips (COP)
Top posts by engagements in the last [--] hours
"NBC: Does your new Fed pick Kevin Warsh understand that you want him to lower interest rates TRUMP: Oh I think he does. But I think he wants to anyway. I mean if he came in and said "I wanna raise 'em" . NBC: If he said that he wouldn't have gotten the job TRUMP: He would not have gotten the job no. https://www.nbcnews.com/politics/donald-trump/trump-kevin-warsh-fed-raise-interest-rates-rcna257458 https://www.nbcnews.com/politics/donald-trump/trump-kevin-warsh-fed-raise-interest-rates-rcna257458"
X Link 2026-02-05T02:56Z 460K followers, 258.2K engagements
"One day after announcing Kevin Warsh as his choice to run the Fed Trump joked during a speech on Saturday night that he would sue Warsh if Warsh doesnt lower rates. Warsh had been on the guest list of attendees at the elite Alfalfa Club dinner. https://www.wsj.com/politics/policy/trump-jokes-about-suing-warsh-if-he-doesnt-lower-interest-rates-2986e933st=WaAsrx&reflink=desktopwebshare_permalink https://www.wsj.com/politics/policy/trump-jokes-about-suing-warsh-if-he-doesnt-lower-interest-rates-2986e933st=WaAsrx&reflink=desktopwebshare_permalink"
X Link 2026-02-01T12:12Z 460K followers, 460.5K engagements
"Pay growth slowed more last year for workers in union or government jobs that were slower to adjust up in [----]. The reverse of that initial hockey-stick echo seems to have largely played out now. Private non-union in 2025: Q1: 3.3% Q2: 3.4% Q3: 3.5% Q4: 3.3%"
X Link 2026-02-10T17:07Z 460K followers, 20.8K engagements
"The U.S. economy added [------] jobs in January and the unemployment rate ticked down to 4.3%. Revisions reduced net job growth in November and December by a combined [------] versus prior reports"
X Link 2026-02-11T13:31Z 460K followers, 209.7K engagements
"@holden_bukowski There's another explanation here: He simply confuses the type of debt used to build and maintain hotels for the type of debt used to finance governments including the superpower reserve-currency issuer"
X Link 2026-02-11T16:08Z 460K followers, 19.7K engagements
"NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates"
X Link 2026-01-08T21:31Z 460K followers, 1.1M engagements
"ECI: Private-sector pay growth decelerated ever so slightly last year. Wages and salaries for private sector workers ex-incentive paid occupations was +3.38% in Q4 from a year earlier unchanged from Q3"
X Link 2026-02-10T17:07Z 460K followers, 27.7K engagements
"Source: https://www.foxnews.com/media/treasury-secretary-predicts-blockbuster-2026-us-economy-dow-hits-historic-milestone https://www.foxnews.com/media/treasury-secretary-predicts-blockbuster-2026-us-economy-dow-hits-historic-milestone"
X Link 2026-02-10T17:32Z 460K followers, 24.3K 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 2.6% using a 3-month annualized rate in June (the year-ago figure was 2.3%) It was 3.2% using a 6-month annualized rate (the year-ago figure was 3.3%) It was 2.8% over [--] months compared to 2.6% in the year-ago period June core PCE was +0.26% and the 12-month change was 2.8% Revisions: May core PCE was revised to +0.21% from +0.18% (1-month change) and 2.8% from 2.7% (12-month change) April core PCE was revised to 0.18% from 0.12% (1-month change)"
X Link 2025-07-31T12:53Z 459.5K followers, 195.7K engagements
"Treasury Secretary Scott Bessent describes the Argentine peso as undervalued after the U.S. intervened in currency markets to buy the peso. Ingraham: U.S. Treasury finalized $20 billion currency swap framework with Argentina What do we get out of it Bessent: We get a lot out of it he is committed to getting China out of Argentina Ingraham: Its not a bailout Bessent: Not a bailout at all buy low sell https://t.co/IePdDqA14Q Ingraham: U.S. Treasury finalized $20 billion currency swap framework with Argentina What do we get out of it Bessent: We get a lot out of it he is committed to getting"
X Link 2025-10-10T12:26Z 459.5K followers, 92.9K engagements
"The heads of the central banks in Australia Brazil Canada Denmark the Eurozone South Korea Sweden Switzerland the United Kingdom have issued a highly unusual statement of support for the Fed and Powell The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is in the interest of the people we serve. https://t.co/j8anBP2dpB The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell."
X Link 2026-01-13T11:22Z 459.5K followers, 509.5K engagements
"In revealing his thinking on Wednesday about his Fed chair decision in his speech at Davos Trump telegraphed his core anxiety: that candidates tell him what he wants to hear during interviews but then become their own guy once they have the job. Trump: "I'll be announcing a new Fed chairman in the not-too-distant future. I think he'll do a very good job. We have . somebody that's very respected. They're all respected. They're all great. Everyone that I interviewed is great. Everyone could do I think a fantastic job. Problem is they change once they get the job they do. They said everything I"
X Link 2026-01-22T14:42Z 459.5K followers, 201.9K engagements
"The New York Fed reached out to potential trading counterparties at the direction of the U.S. Treasury on Friday for so-called rate checks in the Japanese currency market fueling speculation about possible intervention U.S. and Japanese authorities are increasingly worried about the yen and could be signaling intervention is around the corner. https://t.co/HppaHdEIIu U.S. and Japanese authorities are increasingly worried about the yen and could be signaling intervention is around the corner. https://t.co/HppaHdEIIu"
X Link 2026-01-24T13:59Z 459.5K followers, 300.8K engagements
"Miki Bowman says the Feds bank examiner corps has been trained to focus too much on paperwork and not enough on real risks. Now shes slashing what some see as an unnecessarily bloated staff rethinking the rules and reopening the investigation into the collapse of Silicon Valley Bank. https://www.wsj.com/economy/central-banking/how-trumps-ally-at-the-fed-is-remaking-bank-oversight-b1f0fab3st=emdU6K&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/how-trumps-ally-at-the-fed-is-remaking-bank-oversight-b1f0fab3st=emdU6K&reflink=desktopwebshare_permalink"
X Link 2026-01-26T12:30Z 459.4K followers, 73.3K engagements
"That's right about a lot of other unanticipated consequences followed DFA that moved further in the direction of polarization of the agencies. For example the ability to fire the CFPB head turned other once quasi-independent regulators (FHFA and FDIC) into roles that could be replaced at noon on Jan [--] every four years. https://twitter.com/i/web/status/2015824937076797880 https://twitter.com/i/web/status/2015824937076797880"
X Link 2026-01-26T16:31Z 459.4K followers, [---] engagements
"Three cuts last year. Now what The Fed is expected to pause Wednesday. Getting them to resume could require either a weaker job market or clearer progress on inflation. Neither is in hand. https://www.wsj.com/economy/central-banking/fed-set-to-pause-rate-cuts-with-no-clear-path-to-resuming-9898b91bst=1ZCapt&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/fed-set-to-pause-rate-cuts-with-no-clear-path-to-resuming-9898b91bst=1ZCapt&reflink=desktopwebshare_permalink"
X Link 2026-01-27T12:59Z 459.4K followers, 158.7K engagements
"@darioperkins Was Mnuchin/Powell the former or latter"
X Link 2026-01-27T17:18Z 459.7K followers, 12.1K engagements
"Trump and Bessent have for weeks suggested a Fed announcement is just around the corner. That guidance has slipped so much that some people close to the process have begun to wonder whether the president is looking for somethinga committed loyalist with max credibilityhe wont ever find. w/@meridithmcgraw https://www.wsj.com/economy/central-banking/trump-federal-reserve-picks-68a01177st=ofZzC4&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/trump-federal-reserve-picks-68a01177st=ofZzC4&reflink=desktopwebshare_permalink"
X Link 2026-01-28T02:10Z 459.6K followers, 142.6K engagements
"January FOMC decision: -No change in rates -The vote was 10-2 with governors Waller and Miran favoring a 25-bps cut -The post-meeting statement contained fairly modest revisions that would be expected when moving from a cut to a hold"
X Link 2026-01-28T19:00Z 459.8K followers, 203.3K engagements
"Powell: The upside risks to inflation and downside risks to employment have diminished but "they still exist." "There's still some tension between the mandates." "It's hard to say" whether they're fully balanced. "We'll just have to see how the data lead us.""
X Link 2026-01-28T19:50Z 459.5K followers, 51.2K engagements
"Powell is asked to offer advice to a successor: 1) Stay out of elected politics 2) You answer to Congress and you need to work hard at that 3) No one is perfect but there isn't a cadre of professionals more dedicated to the public well-being than the people who work at the Fed"
X Link 2026-01-28T20:13Z 459.8K followers, 105.2K engagements
"FOMC recap: A somewhat more upbeat (and unified) Fed sounded more comfortable staying on hold until the data says otherwise The labor market is still a puzzle: Flat job growth with a steady unemployment rate is "very challenging and quite unusual" said Powell Price pressures appear to be tariff related and that's a bit more reassuring than the alternative (strong demand) Powell said. But he also called it too soon to declare victory because/if companies are "strongly committed to passing" through whatever hasn't been passed through"
X Link 2026-01-29T00:22Z 459.5K followers, 43.3K engagements
"Will Powell stay on the Fed board or go He wont say. The silence is a bit awkwardand strategic. Its the last card hes got and the DOJ probe illustrates why he hasnt played it. (Its also making his decision harder than it had to be.) https://www.wsj.com/economy/central-banking/jerome-powell-fed-board-plan-b3d36a5est=Z2h5ap&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/jerome-powell-fed-board-plan-b3d36a5est=Z2h5ap&reflink=desktopwebshare_permalink"
X Link 2026-01-29T03:20Z 459.5K followers, 119.7K engagements
"Historical trivia given the focus on whether or not Powell will resign his Fed board seat at the end of his term as chair: Alan Greenspan would almost certainly have stayed on the Feds board if Clinton hadnt reappointed him to another term as chair in [----] according to Bob Woodwards [----] biography. If he had to move down the table out of the chairmans seat he felt that there was enough respect for his views that he could still have some influence Woodward wrote. H/t @sam_a_bell Will Powell stay on the Fed board or go He wont say. The silence is a bit awkwardand strategic. Its the last card"
X Link 2026-01-29T11:28Z 459.5K followers, 110.1K engagements
"Trump told reporters he'd announce his pick for the Fed on Friday morning https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=usiPEq&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=usiPEq&reflink=desktopwebshare_permalink"
X Link 2026-01-30T00:35Z 459.5K followers, 47.4K engagements
"Fed chair contender Kevin Warsh met with President Trump at the White House on Thursday. Trump told reporters that he planned to unveil his Fed chair pick on Friday. Trump said he didn't want to reveal his pick but said of his choice: A lot of people think that this is somebody that couldve been there a few years ago." Trump considered Warsh for the job eight years ago but instead selected Powell. https://www.wsj.com/economy/central-banking/trump-to-announce-fed-chair-pick-on-friday-11d4b8c9st=ZfCScs&reflink=desktopwebshare_permalink"
X Link 2026-01-30T02:14Z 459.8K followers, 287.7K engagements
"Kevin Warsh has been preparing to lead the Federal Reserve for years. He thought he had the job in [----] but Trump passed him over for Powell. He spent the time since making sure Trump wouldn't forget him. As a Fed governor [--] years ago Warsh gave a speech called "An Ode to Independence" and warned the Fed shouldn't be expected to use interest rate policy to un-muck broken policies from the president or Congress. Last year he called for "regime change" at the Fed and said all that was holding the economy back was an uncooperative uncentral bank. The distance between those two visions traces"
X Link 2026-01-30T17:23Z 459.8K followers, 198.2K engagements
"Youre my Fed chair Trump told Kevin Warsh in November [----] after he showed up at Mar-a-Lago to interview for Treasury secretary. It took [--] months a reality-TV-style audition a Wall Street whisper campaign and a criminal investigation of Jay Powell before it came true. One White House official used a gruesome metaphor to explain how Warsh had fallen out of contention. Another wasnt sure what Trump saw in someone with a used-car salesman vibe. But he aced his meeting with Trump after years of preparation. How Warsh survived Trumps ultimate reality show: w/@schwartzbWSJ"
X Link 2026-01-31T03:07Z 459.6K followers, 142.4K engagements
"The headline jump in the manufacturing ISM (to 52.6% the first time above [--] in [--] monts) hints at an upturn but also suggests post-holiday replenishment plus customers wanting to "get ahead of expected price increases due to ongoing tariff issues." The commentary is a hot mess: A transportation equipment respondent said strategy-setting has been reduced to "hope" that the second half of [----] brings a turnaround. A machinery company says the recent European tariff threats risk "a huge negative impact on our profit for current quoted orders." "Geopolitical tensions are fueling 'anti-American'"
X Link 2026-02-02T15:21Z 459.8K followers, 100.5K engagements
"As Trump raged about Jay Powell at the end of [----] Epstein emails Bannon: "getting rid of powell much more important than syria/mattis" (Mattis had resigned two days earlier) Bannon responds: "Can u get rid of Powell or really get rid of mnuchin" File: https://www.justice.gov/epstein/files/DataSet%2011/EFTA02611328.pdf Steve Bannon and Epstein discussing firing Powell in [----] https://t.co/JhNaXg7Dwy https://www.justice.gov/epstein/files/DataSet%2011/EFTA02611328.pdf Steve Bannon and Epstein discussing firing Powell in [----] https://t.co/JhNaXg7Dwy"
X Link 2026-02-02T15:59Z 459.8K followers, 147.8K engagements
"@sidprabhu Sorry not sure I follow"
X Link 2026-02-02T20:38Z 459.4K followers, [----] engagements
"@BlacklionCTA @sidprabhu Roger that. Here is a different series also courtesy of UBS: "Overall the Adobe DPI increase in January was the largest increase in any month in the series' 12-year history just slightly above the increase in January 2020""
X Link 2026-02-02T20:59Z 459.6K followers, [----] engagements
"@carney The FOMC elects its own chair"
X Link 2026-02-02T23:14Z 459.9K followers, 27.6K engagements
"@DeepCapeHero @carney Yes that is what I am saying. At the first FOMC meeting of every calendar year they elect a chair and a vice chair. It has always been the chair of the board of governors and the New York Fed president respectively. But this isn't mandated anywhere"
X Link 2026-02-03T11:54Z 459.9K followers, [---] engagements
"Australias central bank becomes the first major DM central bank to raise rates after having previously lowered rates following the great tightening of 2022-23. The Reserve Bank of Australia raised the cash rate by [--] basis points to [----] per cent as widely predicted by traders and economists as it tries to stamp out a surprise spike in inflation late last year. Follow live: https://t.co/C9zupdIINh https://t.co/Dir1RXtW9C The Reserve Bank of Australia raised the cash rate by [--] basis points to [----] per cent as widely predicted by traders and economists as it tries to stamp out a surprise spike"
X Link 2026-02-03T12:10Z 459.9K followers, 119.2K engagements
"After a day of deliberations a jury acquitted John Rogers a [--] year-old former senior adviser in the Feds division of international finance of conspiring to share confidential central-bank information with Chinese intelligence officers. Jurors did convict him of a lesser charge of lying to investigators when in a [----] interview with the Feds internal watchdog office he denied ever sharing sensitive information outside the central bank."
X Link 2026-02-03T23:50Z 459.8K followers, 53K engagements
"Fed governor Stephen Miran said he would relinquish his option to return to the CEA as its chairman one day after all [--] Democrats on the Senate Banking Committee asked him to resign his job as a Fed governor following the end of his term on Jan. [--]. Miran is eligible to stay in that seat until his successor (presumably it will be Fed chair-designate Kevin Warsh) is confirmed. Democrats had been highly critical of Miran's decision not to resign the CEA job when he became a Fed governor in September. Instead of resigning the Fed job at the conclusion of its term Miran said Tuesday he would"
X Link 2026-02-04T02:41Z 459.8K followers, 57.6K engagements
"Sen. Tim Scott who chaired the hearing and sparked the line of questioning at the center of the DOJ's investigation of the Fed said he didn't think Powell committed perjury at that hearing. "I do not believe that Powell committed a crime." https://www.wsj.com/economy/central-banking/top-republican-senator-says-feds-powell-didnt-commit-a-crime-b7a48453st=zxpxMP&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/top-republican-senator-says-feds-powell-didnt-commit-a-crime-b7a48453st=zxpxMP&reflink=desktopwebshare_permalink"
X Link 2026-02-04T19:00Z 459.8K followers, 38.8K engagements
"Scott predicted that a standoff with Sen. Thom Tillis over the probe would be resolved in a way that allows the Warsh nomination to proceed. Tillis told CNBC that nothing Powell said has been shown to be "factually incorrect. So I think it's vindictive. I think it's frivolous.""
X Link 2026-02-04T19:00Z 459.8K followers, 30K engagements
"@darioperkins I often wonder What if this place had been active in Sept [----] What would that have looked like"
X Link 2026-02-05T22:32Z 459.5K followers, 30.8K engagements
"With a bit more space I would have loved to have noted how Truman picked two Fed chairs and Martin disappointed him after McCabe similarly upset him. Trump of course has already picked one Fed chair who he regretted and is now picking a second. Bush [--] also was very sour about his pick of Greenspan who would go on to such success in the job that the presidents son would have no choice but to reappoint Greenspan when the son became president nearly a decade later. https://twitter.com/i/web/status/2020111786653933703 https://twitter.com/i/web/status/2020111786653933703"
X Link 2026-02-07T12:25Z 459.6K followers, [----] engagements
"@darioperkins All of these are easier in theory. Scrapping guidance has the virtue of delivering on your preferences but faces constraints such as tolerating market volatility that could work at cross purposes with your policy particularly if you are trying to prevent FCs from tightening"
X Link 2026-02-07T13:52Z 459.8K followers, 11.7K engagements
"@darioperkins Can you get all of the governors and presidents to agree to stop giving their own outlook speeches If not what do you do when the wires headlines of a bank president or governor who isnt in the leadership circle starts to move markets"
X Link 2026-02-07T13:53Z 459.7K followers, [----] engagements
"@darioperkins And what about the president who picked a chair because he is central casting Does he want to see him on TV only a few times a year talking about the big picture before Congress"
X Link 2026-02-07T13:55Z 459.5K followers, [---] engagements
"@darioperkins As with balance sheet preferences any chair who wants to remake the institution across multiple fronts (rate framework comms) will have to pick and choose where to spend his capital (at least until he can expand his capital account with insiders and external stakeholders)"
X Link 2026-02-07T13:56Z 459.5K followers, [----] engagements
"@darioperkins Yes it was designed for an era that has gone away. It certainly could go away. One issue is: Some reserve bank presidents dont like losing it. Think about the soft shadow dissents last year. But its low hanging fruit for sure. https://www.wsj.com/economy/central-banking/federal-reserve-dot-plot-interest-rate-1ba785fdst=GmHf2b&reflink=article_copyURL_share https://www.wsj.com/economy/central-banking/federal-reserve-dot-plot-interest-rate-1ba785fdst=GmHf2b&reflink=article_copyURL_share"
X Link 2026-02-07T15:58Z 459.6K followers, [----] engagements
"@TheStalwart @conorsen The dot plot was about reinforcing the forward guidance at the lower bound but the SEP and the press conference was about more than that. It was about articulating a reaction function for an inflation targeting central bank"
X Link 2026-02-07T18:40Z 459.6K followers, 17K engagements
"Warsh [----] when presenting his review commissioned by the BOEs MPC: the most transparent central bank does not necessarily merit the gold medal. That distinction is owed to the central bank that most effectively uses transparency to achieve its broader objective. Transparency is not a virtue in and of itself. It's a virtue for what it can do. So the review seeks to put transparency to good use in service to important bank objectives. These objectives -- which I describe as the Big Four -- are as follows. First to make sound policy decisions. Second to communicate effectively such that the"
X Link 2026-02-07T18:52Z 459.8K followers, [----] engagements
"Bessent on balance sheet policy in a Warsh Fed: "I wouldn't expect them to do anything quickly. They've moved to an ample reserves regime . that does require a larger balance sheet. So I would think they'll probably sit back take at least a year to decide what . to do.""
X Link 2026-02-10T17:31Z 460K followers, 119.1K engagements
"The big story in the January payroll report for the Fed will be the recent stability of the unemployment rate. Particularly given how job growth was just revised down so much for [----] (as widely expected) With the latest revisions the U.S. economy added just [------] jobs last year15000 jobs per month down from [-----] per month before the revisions https://twitter.com/i/web/status/2021589208171753583 https://twitter.com/i/web/status/2021589208171753583"
X Link 2026-02-11T14:16Z 460K followers, 89.3K engagements
"Trump says lower rates would save "at least one trillion dollars per year." The federal government's entire annual net interest bill was $970 billion in fiscal 2025and much of that is locked in at rates on previously issued debt that wouldn't change even if rates fell tomorrow"
X Link 2026-02-11T15:38Z 460K followers, 187K engagements
"Federal government employment contracted over the [--] months ended January while private sector employment growth slowed from the [----] pace"
X Link 2026-02-11T16:45Z 460K followers, 16.3K engagements
"Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y (core m/m accelerating from 0.24% in Dec but y/y ticking down from 2.6%) Worth noting the atypically wide range on core CPI forecasts (from [----] to 0.42) suggesting more uncertainty about turn-of-the-year effects with tariff passthru adding another layer of fog. https://twitter.com/i/web/status/2021978252940554597 https://twitter.com/i/web/status/2021978252940554597"
X Link 2026-02-12T16:02Z 460K followers, 244.8K engagements
"Trump issues a threat to impose a 25% tariff on all imports from Canada and Mexico on the day he takes office"
X Link 2024-11-25T23:53Z 460K followers, 3.9M engagements
"For those keeping score at home that's now four Fed presidents with a vote (Collins Musalem and Goolsbee plus Schmid who dissented against an October cut) who are not actively agitating for a December rate cut (to put it mildly). Boston Fed President Susan Collins says she supported the decision to cut rates by a quarter point last month but she's comfortable standing still for now. "Given my baseline outlook it will likely be appropriate to keep policy rates at the current level for some time to Boston Fed President Susan Collins says she supported the decision to cut rates by a quarter"
X Link 2025-11-12T22:08Z 460K followers, 292.8K engagements
"Former Fed governor Adriana Kugler resigned from the central bank after preparing to submit financial disclosures for [----] 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 460K followers, 626.9K engagements
"For example Kugler or her husband purchased stock in Cava Group on March [--] one week ahead of the Feds March 19-20 meeting. They sold the stock on April [--] purchased it again on April [--] and sold it on May 15"
X Link 2025-11-15T15:58Z 460K followers, 67K engagements
"Fed Chair Powell plans to attend tomorrow's Supreme Court arguments over Trump's attempt to fire governor Lisa Cookthe first time any president has tried to remove a Fed official in the central bank's 112-year history. The case is about far more than one official's job. It could determine whether a president can remake the Fed's board at will. The court's conservative majority spent years gradually eroding the independence of regulatory agencies. Now they must decide whether to make an exception for the Fed. Fed independence has rested on three guardrails: the courts the Senate and the"
X Link 2026-01-20T11:26Z 460K followers, 222.3K engagements
"@crampell @bdquinn He often describes rates on sovereign debt the way you might think about rates if you were a corporate treasurer. If your company has the best credit it should get the lowest rates. You have the lowest default risk after all. Sovereign debt is different of course"
X Link 2026-01-29T15:59Z 459.9K followers, 25.1K engagements
"I never said the FOMC could pick the Fed Chair. What I said is accurate: the FOMC elects its own chair. I'm well aware of the nuances you outline. My point is different. The Fed chair's perceived power is largely derivative of the FOMC role. Interest rate decisions move markets dominate headlines and are what many people (including the current president) most care about. The Board chair's actual statutory responsibilities are narrower than people assume: serve as CEO of the Washington-based institution and testify to Congress twice a year. If you unbundled the rolesif the FOMC elected someone"
X Link 2026-02-03T11:48Z 459.9K followers, [---] engagements
"Tillis escalated his criticism of the DOJ's probe of the Powell Fed at a banking committee hearing on Tuesday saying multiple senators who attended Powell's hearing last June have said they saw no crime. "The entire case against Powell is encapsulated in his answers to questions before this committee" Tillis said. "And now including the chair Sen. Tim Scott we have witnesses at the alleged scene of the crime having.all said that he was testifying and we didn't see a crime." Tillis warned that if the Trump administration pursues such a "perjury trap" no one who testifies will want to answer"
X Link 2026-02-06T14:07Z 460K followers, 77.3K engagements
"Tillis's full comments:"
X Link 2026-02-06T14:07Z 460K followers, 14.3K engagements
"*Correction: on Thursday"
X Link 2026-02-06T14:37Z 460K followers, 22.1K engagements
"Bernanke June [----] FOMC: Ambiguity has its uses but mostly in noncooperative games like poker. Monetary policy is a cooperative game. The whole point is to get financial markets on our side and for them to do some of our work for us. In an environment of low inflation and low interest rates we need to seek ever greater clarity of communication to the markets and to the public"
X Link 2026-02-07T18:43Z 460K followers, [----] engagements
"It probably also had some important political benefit especially after the GFC for the central bank to be explaining itself publicly. Henry Gonzalez wanted to bring cameras into the FOMC room in [----]. Instead they did their own glasnost: speedier releases of minutes a post meeting statement after rate changes an five year released of transcripts. https://twitter.com/i/web/status/2020208066856206673 https://twitter.com/i/web/status/2020208066856206673"
X Link 2026-02-07T18:48Z 460K followers, [----] engagements
"@UnderBridgeFund Rents have also slowed a lot"
X Link 2026-02-10T19:11Z 459.9K followers, [---] engagements
"Government bonds aren't like a mortgage or a construction loan on a hotel and casino that you can refinance whenever rates drop. When Treasury issues a 10-year note the terms are locked in; the bondholder is guaranteed that rate for the full term. Treasury can't call it back early and reissue it at a lower rate. That's actually a feature not a bug. It's what makes Treasuries attractive to investors and keeps borrowing costs lower than they'd otherwise be. If the government could call bonds whenever it wanted investors would demand higher yields to compensate for that risk. A hotel developer"
X Link 2026-02-11T15:47Z 460K followers, [----] engagements
"The index of aggregate weekly payrolls for private-sector workers (which combines hiring wages and hours) popped in January as all three measures increased. The 12-month change ticked up to 4.8% (from a downwardly revised 3.7% in Dec) the strongest growth since May 2024"
X Link 2026-02-11T16:37Z 460K followers, [----] engagements
"SF Fed study examines [---] years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment) https://www.frbsf.org/wp-content/uploads/wp2025-26.pdf https://www.frbsf.org/wp-content/uploads/wp2025-26.pdf"
X Link 2025-11-14T23:41Z 460K followers, 1.8M engagements
"@Hauber33 they did that in today's report. Read page [--] the last paragraph in particular: https://www.bls.gov/news.release/pdf/empsit.pdf https://www.bls.gov/news.release/pdf/empsit.pdf"
X Link 2026-02-11T15:02Z 460K followers, [----] engagements
"Total job growth was +73K on average over the three months ended January (strongest since February 2025) and +14K over the prior six months. Private-sector job gains were +103K on a three-month average (highest since Dec 2024) and +62K over six months (best since Apr 2025)"
X Link 2026-02-11T16:30Z 460K followers, [----] engagements
"By analyzing $4 trillion of shipments between January [----] and November [----] researchers found that foreign exporters absorbed only about 4% of the burden of last years U.S. tariff increases by lowering their prices while American consumers and importers absorbed 96%. The tariffs had a significant effect on trade volumes: Facing higher U.S. tariffs Indian exporters maintained their prices but reduced the volume of shipments to the U.S. by 18%-24% relative to the European Union Canada and Australia the report found. Rather than acting as a tax on foreign producers the tariffs functioned as a"
X Link 2026-01-19T17:02Z 460K followers, 1.6M engagements
"UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history"
X Link 2026-02-02T19:26Z 460K followers, 149.3K engagements
"Trump picked a Fed chair he thinks he can count on. Three presidents thought the same thing. None got what they expected. The ghosts of Burns Miller and Martin loom over Trumps choice of Kevin Warsh. https://www.wsj.com/economy/central-banking/these-presidents-found-out-how-trying-to-control-the-fed-chair-can-backfire-2142c6e6st=uk5wEh&reflink=desktopwebshare_permalink https://www.wsj.com/economy/central-banking/these-presidents-found-out-how-trying-to-control-the-fed-chair-can-backfire-2142c6e6st=uk5wEh&reflink=desktopwebshare_permalink"
X Link 2026-02-07T01:49Z 460K followers, 86.8K engagements
"From @fcastofthemonth "This is totally inexcusable. The BLS just assumed rent/OER were zero for October. I am sure they have a good technical explanation for this but the only way you get a two-month average for rent of 0.06% and OER at 0.135% is assuming October was zero. There is just no world in which this was a good idea but here we are." Some CPI observations: The recent cooling in housing inflation (rent & OER) accelerated significantly in Oct & Nov. 3M CPI housing inflation was 1.6% annualized vs 3.8% three months ago. This will show up in PCE too but it's so sharp we should wait for"
X Link 2025-12-18T13:53Z 460K followers, 1.9M engagements
"Trump announces Kevin Warsh is his pick to lead the Federal Reserve"
X Link 2026-01-30T11:54Z 460K followers, 178.9K engagements
"Excluding the nine months of the pandemic in [----] job openings in December fell to their lowest level since June [----] using a three-month moving average There were [----] openings for every worker counted as unemployed in December the lowest since May [----] (ex-pandemic)"
X Link 2026-02-05T21:59Z 460K followers, 72.2K engagements
"Dallas Fed President Lorie Logan sounded more confident about the labor market outlook compared to Sept and Nov. She is also slightly more optimistic about inflation pointing to recent downtrends in the "trimmed mean" PCE reading. But her bottom line is that she sees no reason to cut. Rates "may be very close to neutral" at a time when she is "more worried about inflation remaining stubbornly high." https://www.wsj.com/economy/central-banking/federal-reserves-policy-stance-well-positioned-dallas-fed-president-logan-says-f318290fst=GkBf8m&reflink=desktopwebshare_permalink"
X Link 2026-02-10T19:54Z 460K followers, 40.8K engagements
"Forrest Gump's life advice applies to presidents picking Fed chairs: "You never know what you're going to get." Kevin Warsh used political savvy to land the nomination. He's going to need every bit of it for what comes next. Enjoyed chatting with @BeckyQuick WSJ's @NickTimiraos says the labor market will determine what the Fed does next: https://t.co/IdROWgxNfq WSJ's @NickTimiraos says the labor market will determine what the Fed does next: https://t.co/IdROWgxNfq"
X Link 2026-02-10T21:17Z 460K followers, 54.8K engagements
"The January jobs report cements the Fed's extended pause on interest rates. Powell on Jan. 28: "The economy has once again surprised us with its strengthnot for the first time." Attention now shifts to the turn-of-the-year price resets in the CPI https://www.wsj.com/economy/jobs/january-jobs-report-unemployment-b703b0e3st=sh9QPa&reflink=desktopwebshare_permalink The U.S. economy added [------] jobs in January and the unemployment rate ticked down to 4.3%. Revisions reduced net job growth in November and December by a combined [------] versus prior reports."
X Link 2026-02-11T13:53Z 460K followers, 124.5K engagements
"Average monthly private-sector job growth was +30K last year. This is the lowest level of growth for an economy that isn't in recession since the so-called "jobless recovery" of 2003"
X Link 2026-02-11T16:27Z 460K followers, [----] engagements
"On an unrounded basis the unemployment rate fell to 4.283% in January from 4.375% in December. This has completely unwound the rise seen between July and November (from 4.267% to 4.536%). The low for the prior [--] months was January [----] at 4.022%"
X Link 2026-02-11T16:39Z 460K followers, 19.9K engagements
"@PressSec Here's what the chart looks like using a full year of data instead of just one month"
X Link 2026-02-11T17:07Z 460K followers, 39.3K engagements
"@RealEJAntoni The economy added fewer private sector jobs for the most recent 12-month period than the year-earlier period"
X Link 2026-02-11T17:12Z 460K followers, 19.1K engagements
"On a NSA basis initial claims and continuing claims as a share of covered employment are running at the high end of the pre-pandemic and [------] range. No sign of a meaningful break from the no-hire no-fire equilibrium that has characterized the labor market in recent years"
X Link 2026-02-12T14:20Z 460K followers, 38K engagements
"Core CPI was +0.295% in January (3.6% annualized) slightly below some expectations. CPI rose 2.5% over the last [--] months and 2.5% over the last six months annualized Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y (core m/m accelerating from 0.24% in Dec but y/y ticking down from https://t.co/g3S5b0EM8D Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down"
X Link 2026-02-13T13:49Z 460K followers, 78.2K engagements
"Why the unemployment rate improved mostly for the right reasons http://t.co/5BMh9U9CyD via @JoshZumbrun http://t.co/ljbj4xSVAD http://on.wsj.com/1rT2LCq http://on.wsj.com/1rT2LCq"
X Link 2014-10-03T16:08Z 372.7K followers, [--] engagements
"Longer run is now. The unemployment rate is now in the Fed's forecast range. http://t.co/oToHOMyvFg via @JoshZumbrun http://t.co/lhBxW1kOb5 http://on.wsj.com/1rT0VBC http://on.wsj.com/1rT0VBC"
X Link 2014-10-03T16:42Z 372.6K followers, [--] engagements
"The federal deficit has shrunk to below the average going back to the 1980s http://t.co/aoyH2gGZfU via @JoshZumbrun http://t.co/QKxX0Co6g3 http://on.wsj.com/1yNwZvf http://on.wsj.com/1yNwZvf"
X Link 2014-10-09T16:30Z 372.8K followers, [--] engagements
"The federal government now employs the fewest people since [----] http://t.co/rfKtJ69tq1 http://t.co/5wVrBOX2mN http://on.wsj.com/1tQehQ6 http://on.wsj.com/1tQehQ6"
X Link 2014-11-07T17:29Z 372.5K followers, [---] engagements
"Just 15% of homes listed for sale in San Francisco are affordable for middle-class households http://t.co/JmJDhCxuG2 http://t.co/B3uOf3vVU2 http://www.trulia.com/trends/2014/11/middle-class-millennials-report/ http://www.trulia.com/trends/2014/11/middle-class-millennials-report/"
X Link 2014-11-18T15:38Z 372.5K followers, [--] engagements
"BHP's decision to increase copper investment is a bet on China's rising middle class http://t.co/EZAiAuB4i4 http://t.co/Y0aXv5WvLX http://on.wsj.com/11ho4Dd http://on.wsj.com/11ho4Dd"
X Link 2014-11-19T12:35Z 372.5K followers, [--] engagements
"Factory jobs aren't what they used to be: average workweek nears record high but wages suffer http://t.co/N9j2jr6Wy3 http://t.co/TMm2C6UdrV http://nyti.ms/1qCWnAW http://nyti.ms/1qCWnAW"
X Link 2014-11-21T16:11Z 372.7K followers, [--] engagements
"Joe Morgenstern reviews The Interview: "Torture from almost start to finish" http://t.co/a7xNqCQyp8 http://t.co/5Cxzgss33C http://on.wsj.com/1AwR9ql http://on.wsj.com/1AwR9ql"
X Link 2014-12-18T22:00Z 432.6K followers, [--] engagements
"Home prices in Detroit are 1% lower than in Jan. [----]. In Los Angeles they're up 125% http://t.co/sm8tGV63NL http://t.co/dEk5Mgt1oq http://graphics.wsj.com/us-housing-market/ http://graphics.wsj.com/us-housing-market/"
X Link 2014-12-25T16:30Z 372.7K followers, [--] engagements
"Half of [---] small-biz owners expect the economy to improve this year up from 38% a year ago http://t.co/mu9wToKmMf http://t.co/ET0s8y1g1N http://www.wsj.com/articles/solid-economy-causes-small-business-optimism-to-surge-1420153851 http://www.wsj.com/articles/solid-economy-causes-small-business-optimism-to-surge-1420153851"
X Link 2015-01-02T22:00Z 372.5K followers, [--] engagements
"Early loan delinquencies on car loans have risen to their highest levels since the recession http://t.co/PmTR8l3G1K http://t.co/LsWzWznoHF http://on.wsj.com/1yHy5Z5 http://on.wsj.com/1yHy5Z5"
X Link 2015-01-09T13:00Z 439.6K followers, [--] engagements
"Share of Americans that consider themselves "middle class" 2014: 44% 2008: 53% http://t.co/OKH8BB5fbb #SOTU http://t.co/3D1Y38nkZd http://on.wsj.com/1CyxrLB http://on.wsj.com/1CyxrLB"
X Link 2015-01-21T01:55Z 372.5K followers, [--] engagements
"What gives bitcoin its potential to disrupt global finance http://t.co/aQhrlRKCPO http://t.co/FgCVzKyhd9 http://on.wsj.com/1t7d1cC http://on.wsj.com/1t7d1cC"
X Link 2015-01-25T00:45Z 372.5K followers, [--] engagements
"Who's in the top 1% in your state $228000 in Arkansas and $678000 in Connecticut http://t.co/nv1PM9NQgs http://t.co/F7y44caOE1 http://on.wsj.com/1y37n8n http://on.wsj.com/1y37n8n"
X Link 2015-01-27T16:40Z 436.8K followers, [---] engagements
"Pump priming: Revolving consumer credit (mostly credit cards) posts largest gain since March http://t.co/nAaQxE6XLm http://t.co/jJdXEWk1ym http://on.wsj.com/1KoRxN0 http://on.wsj.com/1KoRxN0"
X Link 2015-02-06T22:54Z 372.5K followers, [--] engagements
"Mortgage apps for home purchases--flat last week--are running above year-ago levels for the first time in over a year http://t.co/in7LdSTLQ5"
X Link 2015-02-11T12:00Z 433.2K followers, [--] engagements
"Apple first US company to close above $700 billion is worth more than two Walmarts http://t.co/CLWgkwcU9G http://t.co/iGK9cPJcWY http://on.wsj.com/1KL22Zw http://on.wsj.com/1KL22Zw"
X Link 2015-02-11T16:00Z 440K followers, [---] engagements
"Greek finance chief: "We should not be asked to impose measures that are clearly recessionary" http://t.co/HYuyqkbrik http://t.co/RHl7IOOH92 http://on.wsj.com/1EIhDGX http://on.wsj.com/1EIhDGX"
X Link 2015-02-17T16:30Z 373K followers, [--] engagements
"90-day delinquencies on car loans tick up surpassed mortgage delinquencies at the end of [----] http://t.co/z4cyaFoQMZ http://t.co/IfSL1sKwcp http://nyfed.org/17Nmf4W http://nyfed.org/17Nmf4W"
X Link 2015-02-17T16:46Z 372.5K followers, [--] engagements
"What does Wal-Mart's wage move say about labor market slack http://t.co/AhFzL2jtM8 http://t.co/Qvxmflz4VO http://on.wsj.com/1EZ4Foy http://on.wsj.com/1EZ4Foy"
X Link 2015-02-20T12:15Z 372.1K followers, [--] engagements
"Wells Fargo which avoided worst of mortgage bust caps subprime auto at 10% of total car book http://t.co/Cip2ih9uVU http://t.co/RrYM5EleEE http://nyti.ms/1BynMar http://nyti.ms/1BynMar"
X Link 2015-03-02T21:30Z 372.5K followers, [--] engagements
"41% of Americans identify as middle class down from 46% in [----] http://t.co/sQ9dyBlUqz http://t.co/tyuV1b2t0Y http://blogs.wsj.com/economics/2015/03/15/american-class-perceptions-weather-economic-storm/ http://blogs.wsj.com/economics/2015/03/15/american-class-perceptions-weather-economic-storm/"
X Link 2015-03-15T16:29Z 372.7K followers, [--] engagements
"U.S. cities with the most income inequality: Atlanta San Francisco Boston Miami Washington DC http://t.co/hcpuzhqtQ8 http://t.co/2eratfqI5E http://on.wsj.com/1BFF6oS http://on.wsj.com/1BFF6oS"
X Link 2015-03-22T16:02Z 438.2K followers, [---] engagements
"Volvo will spend $500 million to build a new vehicle factory in the U.S. http://t.co/lRP3upVr4U http://t.co/foH7yc5oRc http://on.wsj.com/1a9tjd5 http://on.wsj.com/1a9tjd5"
X Link 2015-03-30T15:00Z 372.4K followers, [--] engagements
"Last spring was a bust for the U.S. housing market. This year things are looking brighter http://t.co/sssIpjCQjq http://t.co/JqabaLM1bG http://on.wsj.com/1Nfc8bB http://on.wsj.com/1Nfc8bB"
X Link 2015-04-10T12:00Z 372.7K followers, [--] engagements
"Blinder: Why the Fed should be in no hurry to raise interest rates--inflation is weak http://t.co/IEFQBu1pI8 http://t.co/vuSOhlqPPq http://on.wsj.com/1yiLis1 http://on.wsj.com/1yiLis1"
X Link 2015-04-13T14:15Z 372.5K followers, [--] engagements
"Panetta and Hadley: The oil export ban harms national security http://t.co/DtPUc5n9ER http://t.co/MK86R4iY4a http://on.wsj.com/1Ae1nkj http://on.wsj.com/1Ae1nkj"
X Link 2015-05-20T17:17Z 372.5K followers, [--] engagements
"There's a whole generation of Wall Street traders who haven't seen a rate hike http://t.co/T64LzSWWPO http://t.co/ir9fEDoQqa http://bloom.bg/1FjGIYu http://bloom.bg/1FjGIYu"
X Link 2015-05-29T14:30Z 372.7K followers, [--] engagements
"Why the dollar's rise is complicating matters for the Fed which wants to raise rates http://t.co/1n5CVC9Ayi http://t.co/j6QCu995Dz http://on.wsj.com/1crZlRN http://on.wsj.com/1crZlRN"
X Link 2015-05-31T19:58Z 372.8K followers, [--] engagements
"Concern about Treasury bond market liquidity prompts review report today from regulators http://t.co/wFqE1JkXAL http://t.co/GZbSALXtl8 http://on.wsj.com/1JZjKwW http://on.wsj.com/1JZjKwW"
X Link 2015-07-13T11:27Z 372.7K followers, [--] engagements
"Bernie Sanders has raised more money than Rand Paul and Mike Huckabee combined http://t.co/Af71DD6TPS http://t.co/2X7J6BJIdG http://www.nytimes.com/interactive/2016/us/elections/election-2016-campaign-money-race.html http://www.nytimes.com/interactive/2016/us/elections/election-2016-campaign-money-race.html"
X Link 2015-07-16T18:30Z 373.1K followers, [--] engagements
"After a near death experience in [----] hedge-fund firm Citadel has expanded rapidly http://t.co/SvB0DJWLpc http://t.co/4lliBt652P http://on.wsj.com/1KOEeGf http://on.wsj.com/1KOEeGf"
X Link 2015-08-04T11:44Z 372.5K followers, [--] engagements
"America's six year bull market is flagging but its economic expansion isn't http://t.co/uQz9KJ2PSj http://t.co/pDdmutrgOe http://www.wsj.com/articles/economic-risk-of-stock-plunge-varies-around-globe-1440201172 http://www.wsj.com/articles/economic-risk-of-stock-plunge-varies-around-globe-1440201172"
X Link 2015-08-22T15:01Z 372.5K followers, [--] engagements
"Houston which has been one of the hottest housing markets is slowing down http://t.co/YK98TCDb5a http://t.co/FyX8ZAp4cl http://www.houstonchronicle.com/business/real-estate/article/Housing-market-shows-signs-it-s-slowing-down-6484233.php http://www.houstonchronicle.com/business/real-estate/article/Housing-market-shows-signs-it-s-slowing-down-6484233.php"
X Link 2015-09-08T22:15Z 372.5K followers, [--] engagements
"Trump doesn't use a computer. Just a smartphone from the chaise lounge while watching TV http://t.co/Khdm574fCt http://t.co/u8pAHlRNB1 http://on.wsj.com/1UNjfvB http://on.wsj.com/1UNjfvB"
X Link 2015-09-14T12:45Z 372K followers, [--] engagements
"What's been worse for community banks: Dodd-Frank or low interest rates http://t.co/Kog8e12Xts via @KateDavidson http://t.co/s7gfpVqcnp http://on.wsj.com/1WHOu8R http://on.wsj.com/1WHOu8R"
X Link 2015-10-05T17:15Z 372.3K followers, [--] engagements
"San Francisco Fed model: Median estimate of natural interest rates right now is negative 2.1% http://t.co/FeqO4JFUpb http://t.co/vTnmdzsNGH http://bit.ly/1G9ZYhe http://bit.ly/1G9ZYhe"
X Link 2015-10-12T23:01Z 372K followers, [--] engagements
"Exporters are hit by dollar strength and drillers by low oil: Corporate debt market stumbles http://t.co/SA3wakMT11 http://t.co/piPRHza8LX http://on.wsj.com/1N8XwHB http://on.wsj.com/1N8XwHB"
X Link 2015-10-13T21:00Z 372.7K followers, [--] engagements
"Starwood makes a big bet on apartments buying [-----] from Zell's Equity Residential http://www.wsj.com/articles/sam-zell-edges-out-of-apartments-1445832247 http://www.wsj.com/articles/sam-zell-edges-out-of-apartments-1445832247"
X Link 2015-10-26T10:39Z 372.7K followers, [--] engagements
"Five things to watch from the Federal Reserve's meeting today via @BenLeubsdorf http://on.wsj.com/1OWt70Z http://on.wsj.com/1OWt70Z"
X Link 2015-10-28T14:17Z 372.1K followers, [--] engagements
"The reality of $50 oil settles in Shell: $6.1 billion loss ConocoPhillips: $1.1 billion loss http://on.wsj.com/1GyI1tl http://on.wsj.com/1GyI1tl"
X Link 2015-10-29T17:15Z 372.5K followers, [--] engagements
"World Series Twitter"
X Link 2015-11-02T04:06Z 372.4K followers, [--] engagements
"FHA capital-reserve ratio returns above federally mandated level for first time since [----] http://www.wsj.com/articles/fha-meets-minimum-reserve-requirement-for-first-time-since-2009-1447671842 http://www.wsj.com/articles/fha-meets-minimum-reserve-requirement-for-first-time-since-2009-1447671842"
X Link 2015-11-16T13:15Z 373.1K followers, [--] engagements
"Rich Cromwell: Families want economic growth not bigger child tax credits http://thefederalist.com/2015/11/18/families-want-economic-growth-not-bigger-child-tax-credits/ http://thefederalist.com/2015/11/18/families-want-economic-growth-not-bigger-child-tax-credits/"
X Link 2015-11-18T18:15Z 372K followers, [--] engagements
"Uh-oh: UnitedHealth raises doubts about its participation in Affordable Care Act http://on.wsj.com/1OgRuoI http://on.wsj.com/1OgRuoI"
X Link 2015-11-19T15:55Z 373.1K followers, [--] engagements
"What does a tech company do when some investors want an IPO and others don't http://on.wsj.com/1moUvdt http://on.wsj.com/1moUvdt"
X Link 2015-12-30T16:25Z 372.2K followers, [--] engagements
"Why December private payrolls aren't a great predictor of the jobs report http://on.wsj.com/22Nc8Vj http://on.wsj.com/22Nc8Vj"
X Link 2016-01-08T12:44Z 372.1K followers, [--] engagements
"Jobs report in December -Added 292K jobs -Hourly wages up 2.5% -Unemployment rate: 5% http://on.wsj.com/1RdtB5p http://on.wsj.com/1RdtB5p"
X Link 2016-01-08T13:40Z 372.2K followers, [--] engagements
"The unemployment rate for the least educated US workers fell sharply last year http://on.wsj.com/22PJ0gq http://on.wsj.com/22PJ0gq"
X Link 2016-01-08T15:16Z 372.4K followers, [--] engagements
"Sad how much this is coming up today "If the jobs report was so good why are [--] million ppl not working" ANSWER: http://on.wsj.com/1OSRUTw http://on.wsj.com/1OSRUTw"
X Link 2016-01-08T17:28Z 372.1K followers, [--] engagements
"2015: The first year since [----] when consumers housing and government spending all boosted GDP growth http://on.wsj.com/1Kf34m6 http://on.wsj.com/1Kf34m6"
X Link 2016-01-29T14:11Z 372.5K followers, [--] engagements
"White House proposes new infrastructure funding with 'fee' on oil firms The ones slashing investment/dividends today http://on.wsj.com/20bwOCz http://on.wsj.com/20bwOCz"
X Link 2016-02-04T20:39Z 372.5K followers, [--] engagements
""It's creepy": Lenders drop plans to use social media to gauge creditworthiness http://on.wsj.com/1S0F4oO http://on.wsj.com/1S0F4oO"
X Link 2016-02-24T22:08Z 372.5K followers, [--] engagements
"The [--] most expensive cities in the world to live now include New York and Los Angeles http://on.wsj.com/1M942Mn http://on.wsj.com/1M942Mn"
X Link 2016-03-10T15:45Z 378.1K followers, [--] engagements
"Uh-oh: [--] in [--] auto loans in a November securitization were [--] days or more past due by February http://on.wsj.com/1QOTFkX http://on.wsj.com/1QOTFkX"
X Link 2016-03-13T16:23Z 372.5K followers, [--] engagements
"This chart from MFR's Josh Shapiro: Declining profit margins suggest a slowdown in job gains later this year"
X Link 2016-03-16T00:45Z 372.5K followers, [--] engagements
"AllianceBernstein joins Pimco in arguing that Congress should cut a deal that lets Puerto Rico restructure its debt https://blog.abglobal.com/post/en/2016/03/puerto-rico-bonds-restructure-needed https://blog.abglobal.com/post/en/2016/03/puerto-rico-bonds-restructure-needed"
X Link 2016-03-16T17:34Z 372.5K followers, [--] engagements
"Yellen's answer on this finreg question sounds like a rebuttal to the @neelkashkari speech last month"
X Link 2016-03-16T19:24Z 432.7K followers, [--] engagements
"A big complication for monetary policy: Fiscal spending isn't what it used to be http://on.wsj.com/25T44UP http://on.wsj.com/25T44UP"
X Link 2016-04-11T11:30Z 372.7K followers, [--] engagements
"Hillary Clinton on financial regulation: Don't focus solely on the banks http://www.nydailynews.com/opinion/transcript-hillary-clinton-meets-news-editorial-board-article-1.2596292 http://www.nydailynews.com/opinion/transcript-hillary-clinton-meets-news-editorial-board-article-1.2596292"
X Link 2016-04-11T21:34Z 372.8K followers, [--] engagements
"@joshboak you get the prize for spotting it first"
X Link 2016-04-14T18:52Z 432.7K followers, [--] engagements
"Serious question: Who was the last presidential nominee of a major party who wasn't endorsed by any living presidents"
X Link 2016-05-05T14:22Z 372.7K followers, [--] engagements
"Surging home prices in coastal California are making teardowns more popular than ever http://on.wsj.com/26WHwTw http://on.wsj.com/26WHwTw"
X Link 2016-05-05T17:43Z 372.5K followers, [--] engagements
"How much do vice presidential selections really matter http://on.wsj.com/2a62pEG http://on.wsj.com/2a62pEG"
X Link 2016-07-19T01:01Z 372.7K followers, [--] engagements
"Trump on a foreign government getting involved in the US election: "That gives me no pause.""
X Link 2016-07-27T15:27Z 372.7K followers, [---] engagements
"Why the U.S. homeownership rate at a 50-year low could keep falling http://on.wsj.com/1IvwgDA http://on.wsj.com/1IvwgDA"
X Link 2016-07-28T17:45Z 372.4K followers, [--] engagements
"How society changed between Hillary Clinton's college graduation and presidential nomination http://on.wsj.com/2ahWKfU http://on.wsj.com/2ahWKfU"
X Link 2016-07-30T01:00Z 372.8K followers, [--] engagements
"How current economic indicators stack up against recent elections after a two-term president http://on.wsj.com/2aJ9Hi4 http://on.wsj.com/2aJ9Hi4"
X Link 2016-08-02T10:15Z 372.7K followers, [--] engagements
"@kimmaicutler The period where the US was least dependent on GSE/USG lifelines The massive housing bubble"
X Link 2016-08-18T16:53Z 372.1K followers, [--] engagements
"Dividends are rising to historically high level as a share of corporate profits http://on.wsj.com/2bBiZND http://on.wsj.com/2bBiZND"
X Link 2016-08-19T10:15Z 372.4K followers, [--] engagements
"GOP governors are talking up the economy in their states while Trump laments economic "disaster" http://on.wsj.com/2bOKnJk http://on.wsj.com/2bOKnJk"
X Link 2016-08-30T11:40Z 372.5K followers, [--] engagements
"Paul Ryan mentioned his party's presidential nominee by name zero times in his talk at the Economic Club of NY http://cs.pn/2ckjOwU http://cs.pn/2ckjOwU"
X Link 2016-09-20T10:15Z 372.1K followers, [--] engagements
"Trump economic adviser Peter Navarro at Bloomberg Politics event this morning:"
X Link 2016-10-13T14:04Z 372.8K followers, [--] engagements
"Chris Wallace is lecturing a presidential candidate on the principle of a peaceful transfer of power in a democracy"
X Link 2016-10-20T02:08Z 372.5K followers, [---] engagements
"Big tariffs on American smartphone production in China would be great for Vietnam http://www.wsj.com/articles/a-snag-in-donald-trumps-pledge-to-make-america-make-again-asia-1479293609 http://www.wsj.com/articles/a-snag-in-donald-trumps-pledge-to-make-america-make-again-asia-1479293609"
X Link 2016-11-17T00:30Z 372.3K followers, [--] engagements
"Larry Summers: Tax reform and infrastructure spending can boost growth but Trumpian proposals fall way short https://www.ft.com/content/d711b9dc-b899-11e6-961e-a1acd97f622d https://www.ft.com/content/d711b9dc-b899-11e6-961e-a1acd97f622d"
X Link 2016-12-13T00:29Z 372.7K followers, [--] engagements
"Peter Navarro named today by Trump to head a new trade council in [----] on how CEOs aren't doing enough to prepare for a Chinese trade war"
X Link 2016-12-21T22:49Z 372.7K followers, [--] engagements
"House Republucans have proposed a border adjustment tax to move Trump away from tariffs. What if Trump resists http://www.wsj.com/articles/trump-warns-on-house-republican-tax-plan-1484613766 http://www.wsj.com/articles/trump-warns-on-house-republican-tax-plan-1484613766"
X Link 2017-01-17T01:06Z 372.5K followers, [--] engagements
"Great backstory here on the failed bank Steven Mnuchin bought after he got IndyMac from the FDIC http://www.wsj.com/articles/treasury-pick-mnuchin-like-his-would-be-boss-followed-his-own-rules-1484688776 http://www.wsj.com/articles/treasury-pick-mnuchin-like-his-would-be-boss-followed-his-own-rules-1484688776"
X Link 2017-01-17T21:52Z 373.1K followers, [--] engagements
"Bernanke: The case for deferring action to shrink the Fed's balance sheet is high. No need to change course now https://www.brookings.edu/blog/ben-bernanke/2017/01/26/shrinking-the-feds-balance-sheet/ https://www.brookings.edu/blog/ben-bernanke/2017/01/26/shrinking-the-feds-balance-sheet/"
X Link 2017-01-26T15:23Z 372.6K followers, [--] engagements
"One wonders what the director of the National Economic Council thinks of this. https://x.com/SullyCNBC/status/825045224716136448 https://x.com/SullyCNBC/status/825045224716136448"
X Link 2017-01-27T21:03Z 371.9K followers, [--] engagements
"Peter Navarro White House trade official dismisses Citi analysis on border-adjustability tax as "fake study" http://video.cnbc.com/gallery/video=3000588358 http://video.cnbc.com/gallery/video=3000588358"
X Link 2017-01-27T21:29Z 372.8K followers, [---] engagements
"WH trade adviser Peter Navarro to CNBC: "Every little bit of ink that comes out of the pen of President Trump creates more jobs.""
X Link 2017-01-27T23:10Z 372.7K followers, [--] engagements
"See if you can spot the housing bubble in this chart"
X Link 2017-02-16T17:04Z 372.4K followers, [---] engagements
"Trump trade adviser Peter Navarro: The U.S. could lose a war not by shots being fired but by cash registers ringing https://www.wsj.com/articles/trump-trade-adviser-peter-navarro-makes-cutting-trade-deficit-top-priority-1488815842 https://www.wsj.com/articles/trump-trade-adviser-peter-navarro-makes-cutting-trade-deficit-top-priority-1488815842"
X Link 2017-03-06T16:55Z 372.8K followers, [--] engagements
"Great chart from DB's Torsten Slok showing how many folks with weaker credit scores aren't even trying to get loans vs [--] years ago"
X Link 2017-04-09T20:23Z 372.5K followers, [--] engagements
"When other nations cut their corporate tax rates business investment picked up but overall GDP growth Not so much https://www.wsj.com/articles/corporate-tax-cut-as-growth-elixir-foreign-experience-suggests-caution-1493641719 https://www.wsj.com/articles/corporate-tax-cut-as-growth-elixir-foreign-experience-suggests-caution-1493641719"
X Link 2017-05-01T17:45Z 372.7K followers, [--] engagements
"@bethanymac12 Straw man Couldn't the same be said about "wind down." None of the mainstream proposals do that"
X Link 2017-05-10T14:43Z 428.8K followers, [--] engagements
"What several years of conservative credit standards have wrought: Pristine credit scores https://www.wsj.com/articles/credit-scores-hit-record-high-as-recession-wounds-heal-1496055600 https://www.wsj.com/articles/credit-scores-hit-record-high-as-recession-wounds-heal-1496055600"
X Link 2017-05-29T23:30Z 372.5K followers, [--] engagements
"Bank of Canada raises policy rate for first time since [----] https://www.wsj.com/articles/bank-of-canada-raises-policy-rate-for-first-time-since-2010-1499868949 https://www.wsj.com/articles/bank-of-canada-raises-policy-rate-for-first-time-since-2010-1499868949"
X Link 2017-07-12T14:17Z 372.5K followers, [--] engagements
"@carney @ObsoleteDogma @jonathanweisman @chrislhayes Under Obama the US had 3% growth on a YoY basis in four separate quarters. https://www.wsj.com/articles/u-s-gdp-growth-revised-up-to-3-0-pace-in-the-second-quarter-1504096685 https://www.wsj.com/articles/u-s-gdp-growth-revised-up-to-3-0-pace-in-the-second-quarter-1504096685"
X Link 2017-08-30T20:23Z 372.7K followers, [---] engagements
"Yellen on how the Fed would respond to a tax cut that boosts growth: We welcome strong growth. The Fed is not trying to stifle growth. Were worried about trends that could push inflation above our 2% objective"
X Link 2017-11-29T15:41Z 372.5K followers, [--] engagements
"In a rare interview Janet Yellen explained how she felt about Donald Trump's decision not to offer a second term: "I would have liked to serve an additional term and I did make that clear. So I will say that I was disappointed not to be reappointed." https://www.pbs.org/newshour/show/despite-bad-day-for-the-dow-yellen-sees-long-term-growth-as-she-leaves-the-federal-reserve https://www.pbs.org/newshour/show/despite-bad-day-for-the-dow-yellen-sees-long-term-growth-as-she-leaves-the-federal-reserve"
X Link 2018-02-03T02:27Z 372.7K followers, [---] engagements
"Jay Powell who begins his term as Fed chair today landed at the central bank six years ago almost by accident https://www.wsj.com/articles/mr-under-the-radar-jerome-powell-trumps-federal-reserve-pick-signals-continuity-1509643306 https://www.wsj.com/articles/mr-under-the-radar-jerome-powell-trumps-federal-reserve-pick-signals-continuity-1509643306"
X Link 2018-02-05T11:39Z 372.1K followers, [--] engagements
"Jay Powell had an unlucky first day as Fed chair. Says his colleague @RobSKaplan: The next year or two is going to be a period where we need to be on our toes. https://www.wsj.com/articles/market-turmoil-greets-new-federal-reserve-chairman-1517873081 https://www.wsj.com/articles/market-turmoil-greets-new-federal-reserve-chairman-1517873081"
X Link 2018-02-06T01:40Z 372.3K followers, [--] engagements
"It's one thing to say austerity is over and quite another to say big government is back considering that discretionary spending as a share of GDP is still near multidecade lows"
X Link 2018-02-09T23:03Z 438.4K followers, [--] engagements
"As Fed chair Jay Powell is stressing continuity and officials seem unperturbed by recent market volatility and signs of firming inflation https://www.wsj.com/articles/for-the-federal-reserve-a-new-chief-but-same-interest-rate-path-1518813565 https://www.wsj.com/articles/for-the-federal-reserve-a-new-chief-but-same-interest-rate-path-1518813565"
X Link 2018-02-16T20:41Z 372.5K followers, [--] engagements
"In the span of three months Trump will have: -Approved a tax cut of at least $1.5 trillion over [--] years -Approved new spending to further boost deficits to 5-6% of GDP by next year -Enacted 25% steel and 10% aluminum tariffs -Replaced the top leadership at the Federal Reserve"
X Link 2018-03-01T18:57Z 372.5K followers, [--] engagements
"Two administration officials tell Bloomberg that Peter Navarro won't be allowed to meet with the Chinese economic minister because he has been acting "erratically and unprofessionally" https://www.bloomberg.com/news/articles/2018-05-16/top-trump-trade-adviser-is-said-to-be-excluded-from-china-talks https://www.bloomberg.com/news/articles/2018-05-16/top-trump-trade-adviser-is-said-to-be-excluded-from-china-talks"
X Link 2018-05-16T19:51Z 372.7K followers, [---] engagements
"Brian Montgomery the FHA commissioner during the housing bubble who later became an industry consultant wins [--] votes to return for a second stint as FHA commissioner. https://x.com/SenatePress/status/999376955790319617 #Senate confirms Brian Montgomery to be an Asst Sec of @HUDgov 74-23 No votes: Blumenthal Brown Cantwell Casey Cortez Masto Durbin Feinstein Gillibrand Harris Heinrich Hirono Markey Merkley Murray Reed Sanders Schumer Shaheen Stabenow Udall Warren Whitehouse Wyden https://x.com/SenatePress/status/999376955790319617 #Senate confirms Brian Montgomery to be an Asst Sec of @HUDgov"
X Link 2018-05-23T20:42Z 372.7K followers, [--] engagements
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/creator/twitter::NickTimiraos