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16:29
Feb 22
@nicktimiraos
Almost as good as the last U.S. - Canada sports matchup Dieter Ruehle (@DieterRuehle) WOW!!! Dodgers win Game 3!! #WorldSeries https://t.co…
16:26
Feb 22
@nicktimiraos
Play it! Dieter Ruehle (@DieterRuehle) Besides playing live 🎹 I also play the goal horn/goal music for both teams in the Olympics, penalty …
13:06
Feb 22
@nicktimiraos
@secondinning_ https://t.co/imxa7bXkeo
13:06
Feb 22
@nicktimiraos
@secondinning_ There is a link to the transcript so that anyone can read the interview.
20:51
Feb 21
@nicktimiraos
@sidprabhu In the particular example you shared, the Fed chair was expressing views with the implicit backing of both party leaders in both …
20:49
Feb 21
@nicktimiraos
@sidprabhu Some of those who think the Fed should not have commented on fiscal in 2020 also think LSAPs and forward guidance are very bad, d…
20:48
Feb 21
@nicktimiraos
@sidprabhu I know this is a controversial position, but I do think there are good reasons to take a different view of comments about fiscal …
20:39
Feb 21
@nicktimiraos
I point this out only because there is a school of Fed history that posits that before QE, the Fed stayed out of politics (fiscal policy, et…
20:34
Feb 21
@nicktimiraos
@MichaelRStrain @jasonfurman And it wasn't just 2001 or 2005. It was how he operated for the entirety of his 18.5 years. Here's legislatio…
20:24
Feb 21
@nicktimiraos
Hassett last year cited the example of a paper he co-wrote in the early 1990s on BTU and energy taxes—a policy proposal that had support at …
20:02
Feb 21
@nicktimiraos
@jasonfurman There’s a certain obliviousness to recent history in a lot of adjacent critiques, such as this idea that the Fed chair didn’t u…
19:46
Feb 21
@nicktimiraos
By Hassett’s own standard — that the Fed should use its “extreme gravitas” only for monetary policy and stay out of political topics — Green…
19:35
Feb 21
@nicktimiraos
He’s essentially suggesting the Fed self-censor its research to avoid topics the White House considers politically sensitive. Does that pres…
17:56
Feb 21
@nicktimiraos
Lagarde discusses her decision to walk out of the Lutnick remarks at Davos … “just too much and just unnecessarily offensive. And the fact …
14:13
Feb 21
@nicktimiraos
Hassett: “The Fed’s independence extends to its research. It and it alone must decide what research to conduct to further its mission. The a…
23:25
Feb 20
@nicktimiraos
Yes great point. Another way to put it: if you don’t like many of the monetary policy innovations (forward guidance, QE) that were devised t…
22:45
Feb 20
@nicktimiraos
@mtkonczal @MarioIsmailanji @AdamPosen @TheStalwart @tracyalloway That it wasn’t ultimately the main factor driving productivity growth
21:36
Feb 20
@nicktimiraos
@MarioIsmailanji @mtkonczal @AdamPosen @TheStalwart @tracyalloway Amid all the talk of Greenspan and the 1990s call being right, it has me t…
20:45
Feb 20
@nicktimiraos
@mtkonczal @AdamPosen @MarioIsmailanji @TheStalwart @tracyalloway But at the same time, I wonder if those same forward-looking businesses ar…
20:42
Feb 20
@nicktimiraos
@mtkonczal @AdamPosen @MarioIsmailanji @TheStalwart @tracyalloway Great thread, thanks 🙏 I take the points about forward looking businesses…
15:18
Feb 20
@nicktimiraos
@RiccardoTrezzi Shelter disinflation was going to help in 2025. But it could "help" offset some excess goods inflation or some excess (relat…
15:11
Feb 20
@nicktimiraos
President Trump’s global tariffs are illegal, the Supreme Court ruled Friday, in a stinging repudiation of a signature White House initiativ…
15:02
Feb 20
@nicktimiraos
Learning Resources, Inc. v. Trump https://t.co/mOQrA5psZe
14:21
Feb 20
@nicktimiraos
@mtkonczal @AdamPosen How should one square the reacceleration worries with what we're seeing from compensation measures like ECI? Or AHE in…
14:15
Feb 20
@nicktimiraos
Q4/Q4 core PCE inflation was 2.9% last year (vs. 3.0% in 2024). Trump's statement on the GDP report includes a parenthetical jab at the Fe…
TLT
HIGH
14:04
Feb 20
@nicktimiraos
US GDP: A gauge of underlying domestic demand—real final sales to private domestic purchasers (GDP less inventory change, net exports, and g…
13:42
Feb 20
@nicktimiraos
Headline PCE index was also +0.36% in December (4.4% annualized rate), pushing 12-montn inflation to 2.9%, the highest reading for this seri…
13:36
Feb 20
@nicktimiraos
Core PCE was firm as expected in December. The monthly rise was 0.36%, and October and November figures were revised up slightly. The 3.0%…
04:25
Feb 20
@nicktimiraos
In an interview, Christine Lagarde said she expects that completing her objectives as president of the European Central Bank will take until…
02:19
Feb 20
@nicktimiraos
Forecasters expect PCE inflation (core and headline) was 0.37% in December (4.5% annualized rate). This would push up the core PCE index to…
01:47
Feb 20
@nicktimiraos
@BlacklionCTA Nothing yet