Author
@NickTimiraos NickTimiraos
grade Ax.com/NickTimiraos ↗
WSJ Fed whisperer delivering real-time, data-rich US monetary policy reporting and analysis
Reports and analyzes Federal Reserve policy, the FOMC reacti
trader score
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hit rate
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mean α
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signals 14d
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Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @NickTimiraos | · | Warsh rejects providing market-guiding hints after officials stressed no urgency. | · | tweet ↗ |
| 2026-10-16 | · | @NickTimiraos | · | Warsh says AI will improve forecasts and fundamentally change monetary-policy conduct. | · | tweet ↗ |
| 2026-10-15 | · | @NickTimiraos | · | Warsh calls the AI investment boom the global economy's most important upside development. | · | tweet ↗ |
| 2026-10-15 | · | @NickTimiraos | · | Projects core PCE at 0.34% monthly, 3.1% yearly, and 2.9% annualized over three months. | · | tweet ↗ |
| 2026-10-15 | · | @NickTimiraos | · | Fed officials flag persistent services inflation and AI-driven overheating, while stressing no urgency. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | District firms expect further price increases as contracts reset. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | Reports unexpectedly firm inflation ahead of the final pre-meeting Fed remarks. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | Reports September core, median, and trimmed-mean CPI readings. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | Argues firm inflation strengthens the case for another Fed hike by December. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | Details broad-based September core CPI strength across goods, shelter, and services. | · | tweet ↗ |
| 2026-10-14 | · | @NickTimiraos | · | Reports core CPI above forecasts and accelerating on a three-month basis. | · | tweet ↗ |
| 2026-10-13 | · | @NickTimiraos | · | Cook's lawyer requests postponement of a White House hearing until after the Fed meeting. | · | tweet ↗ |
| 2026-10-13 | · | @NickTimiraos | · | Provides a dated chronology of White House efforts concerning Fed Governor Cook. | · | tweet ↗ |
| 2026-10-13 | · | @NickTimiraos | · | Forecasters expect energy to lift headline CPI while core inflation remains tamer. | · | tweet ↗ |
| 2026-10-13 | · | @NickTimiraos | · | Williams says future data could justify either a higher or unchanged rate path. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.