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What Nick Timiraos has said about federal reserve

Nick Timiraos, chief economics correspondent at The Wall Street Journal. 12 statements from September 27, 2026 to October 27, 2026, each quoted word for word from the original and checked before publication. Newest first.

October 27, 2026 · on X
“There are two Fed debates playing out right now: One over where to set rates, and another over how much officials should say about how they see the future. Kevin Warsh has made a point of saying less. His Fed colleagues haven't. They're speaking at least as much as they were a year ago. Where things have landed 'is probably the worst of all possible outcomes,' says one former Fed economist. 'Nobody can force him to talk for the committee. And frankly, he can’t force other committee members to shut up.'”
Nick Timiraos Reports Former Fed Economist Calls Communication 'Worst Outcome' →
October 26, 2026 · on X
“The Fed is expected to hold rates steady Wednesday, but it is a closer call on the data than the market-implied probabilities suggest. The case for hiking: 1) The hot September CPI and PPI underscore a second straight lost year for getting inflation down 2) With a Dec hike widely expected, hawks will argue that there's less to gain from waiting six weeks given the cost of falling further behind 3) Hawks will also argue that policy isn't restrictive and needs to be The case for holding: 1) If officials still thin…”
Nick Timiraos Outlines Fed Rate Decision Arguments Ahead of Meeting →
October 22, 2026 · on X
“Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.”
Nick Timiraos Reports Largest 10-Year Treasury Yield Drop Since SVB Failure →
October 17, 2026 · on X
“Nearly two-thirds of builders said immigration enforcement is affecting their labor force, up from 23% in March and 13% a year ago, according to a September John Burns Research & Consulting survey. 'We’re almost dead in the water because our workforce is gone,' said Scott Brannock, president of Jacksonville-based Tidewater Homes and the Northeast Florida Builders Association. 'We have national builders who are missing projections, losing hundreds of thousands of dollars because they have slabs sitting on the gro…”
Nick Timiraos Reports Immigration Enforcement Hurting Construction Workforce →
October 15, 2026 · on X
“The September CPI and PPI translate into a core PCE projection of around 0.34%, which would be the highest monthly reading since January. That would push the 12-month change to 3.1% (from 3% in August) and the 3-month annualized rate to 2.9% (from 2.0%).”
Nick Timiraos Projects PCE Inflation Jump →
October 8, 2026 · on X
“Waller: 'I anticipate additional hikes to support a timelier return of inflation to our 2% goal. But there is some flexibility about when those hikes will occur. The hikes do not need to come at consecutive meetings, but they should be in place in an acceptable period of time.'”
Nick Timiraos Reports Waller Anticipates Additional Rate Hikes →
October 2, 2026 · on X
“This ho-hum labor market report doesn't really change the story for the Fed, whose senior officials had gone out of their way this week to signal that an October rate hike probably wasn't their base-case. The biggest development was what it didn't show: few signs from wages or the unemployment rate that the labor market is tightening in ways that would add meaningfully to price pressures. The September CPI, due Oct. 14, was always going to be more important than this report, which nevertheless takes some of the…”
Nick Timiraos Says Labor Report Unlikely to Spur October Fed Rate Hike →
October 1, 2026 · on X
“Fed Vice Chair Philip Jefferson signals officials may want more time before raising rates again, echoing NY Fed's John Williams. Two of the Fed's top leaders are now obliquely casting doubt on an October hike that had been increasingly priced by investors a few days ago. From Jefferson’s talk: 'As we look ahead, my view is that any future adjustments in policy should be determined by carefully examining trends in the data, the evolving outlook, and the balance of risks. Since our September meeting, yields across…”
Nick Timiraos Reports Fed Vice Chair Shows Rate Hike Delay →
September 30, 2026 · on X
“The long and short of the PCE report is that it doesn't much change the trend relative to what was already known (ie., are price pressures actually easing, or did the way prices are measured change). June and July were good, but that was already known. August showed that didn't continue, which was already evident after the PPI and CPI numbers came out. Market-based prices are running around 3%, before and after the measurement changes. The 12-month reading looks less unfavorable, but still, no progress towards 2…”
Nick Timiraos Says PCE Report Shows No Progress Towards 2% Inflation Since April 2025 →
September 29, 2026 · on X
“New Fed guidance: 'There is no need for urgency.' John Williams, the vice chair of the FOMC, delivers notably precise pushback in guiding against an October rate hike that has been getting priced by investors. He lays out his base case: One more hike 'may be appropriate late this year.' Following Warsh’s press conference two weeks ago, markets had pushed pricing of an October rate increase above 50% — to as high as 70% in futures markets in recent days. Here is the key passage from the NY Fed president’s prepare…”
Nick Timiraos Reports Fed Official Sees No Urgency for Rate Hike →
September 28, 2026 · on X
“Fed governor Lisa Cook maps out how she sees AI contributing to demand-side pressures now with the potential for a future, limited easing in those pressures as productivity benefits accrue: On the near-term outlook: 'In coming months I expect to see continued pressure on inflation from the AI buildout, as discussed today, and from the pass-through of higher oil prices and supply chain disruptions associated with the conflict in the Middle East. The labor market appears to be well positioned to handle an increase…”
Nick Timiraos Reports Fed Governor Cook Sees AI Driving Near-Term Inflation →
September 27, 2026 · on X
“In the early days of Trump’s second term, his economic advisers laid out a simple theory: Show the bond market that Washington was serious about closing its gaping deficits and long-term interest rates would fall on their own. Trump could leave the Fed alone. It hasn’t worked out that way. The White House theory rested on fiscal restraint that never arrived and overlooked how much of Trump’s own agenda would feed the price pressures now pushing rates higher. Tariffs raised the cost of imported goods. The war wit…”
Nick Timiraos Says White House Economic Theory on Rates Failed →

Statements are reported from Nick Timiraos’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Nick Timiraos. The beat: Federal Reserve.