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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 14 in all, peaking in Jun 2026 with 4.
Appearances
Well, they're sort of at the mercy of what happens to oil prices, commodity prices.
They can't create more oil, right?
They can't print hydrocarbons.
In 2022 and 2023, when inflation was a big problem, to the extent it's being driven by demand, it's pretty easy.
Turn off the housing market, right?
Raise interest rates, turn off the housing market, slow demand.
They will spend less, they will consume less, price growth will slow.
If the inflation is coming from this crazy investment boom where these AI companies are spending huge sums, 50 or 75 basis points of an increase in interest rates isn't going to stop any of that.
It's not going to bring the Strait of Hormuz open.
And so the challenge for the Fed could come if you get into a place where they're really having to slow the rest of the economy, which was not overheating,
simply to manage these supply challenges that you don't want those supply bottlenecks to create more price pressure.
So you're going to have to cool everything else down.
Right, but it can bring down the cost of other things, right?
You can slow down the housing market, you can cool down demand for discretionary spending, and that might take some of the pressure off, given that there are these other sectors that you're just sort of unable to do anything about it.
Well, you know, it's a little bit too soon to say, but when inflation goes up and wages don't go up, we call that real wages.
Inflation-adjusted wages have been flat this year.
So for people who don't have assets, who aren't benefiting from being invested in the stock market—
They may have to spend more out of their savings if their paychecks aren't keeping up with price increases.
And if that continues, it could really crimp consumer spending.
You hear different things from businesses.
Showing 81–100 of 1,192 · page 5 of 60
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