Nick Timiraos
speaker
1,192 appearances
14 recordings
5 series
first heard Oct 2025
last heard 6d ago
Nick Timiraos’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 14 in all, peaking in Jun 2026 with 4.
Appearances
So, you know, the Iran war and the pass through to some of these refined products, that's a big one.
Number two, the AI build out is straining demand for food.
electricity, memory, the whole supply chain there, you're seeing prices go up.
Third, you still have tariffs as an issue.
It was thought that would be in the rearview mirror by now, and there's a lot of evidence that tariffs have completely passed through into prices, but there are still questions on that.
And so the world looks a lot different than it did eight or nine months ago.
On Wednesday evening when he was asked about it, he said, well, I actually talked to Kevin Warsh and I told him
Go ahead and raise interest rates because clearly your board wants to do it.
Do whatever you need to do because, you know, he sort of implied this as a lost cause.
I think the real question is...
How much longer does this sort of uneasy piece between the Fed and the White House last?
If the Fed has to raise interest rates more than they're anticipating, if they really have to slow down the stock market, if that's what they think they need to do to get inflation under control, then it could get a lot more difficult.
This was sort of the first one is maybe the easiest.
Well, the risk is that it is becoming entrenched.
I think people say, oh, look, inflation has been above the Fed's target for a long time, and that's true.
But I would sort of separate out what's happened.
For several years, inflation was coming down to the Fed's goal.
So yes, it was above 2%, but it was coming down.
That ended in the middle of 2025.
And so the real worry isn't just that it's been above the target for a long time, it's that it's no longer making progress.
Showing 61–80 of 1,192 · page 4 of 60
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