Fed Whisperer Timiraos Signals September Core PCE at ~0.22%, Inflation Likely to Ease From 2.9%

COINOTAG News reported on November 26 that Nick Timiraos, often described as the Fed Whisperer by market participants, posted on social media about upcoming inflation data. He suggests that September’s CPI and PPI releases could lift the core PCE by roughly 0.22%, a level that would sit near the core CPI reading for the month. The note underscores how the September prints may shape near-term market expectations and the Federal Reserve’s policy signaling.

Should the core PCE come in softer than this threshold, the year-over-year inflation pace may slip from 2.9% toward 2.8%, contingent on other price series aligning. Analysts say such an outcome would support a cautious inflation trajectory while preserving the credibility of the Fed‘s policy path, keeping traders focused on forthcoming data releases and policy guidance.