Warren Pies(@WarrenPies):More hawkish than I would have guessed his dot to be...Seems like the early-27 data will dictate whether this is a two-hike adjustment or a full-fledged cycle. Given residual seasonality, base case has to be hot early-27 data.

Warren Pies

@WarrenPies

Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice

Joined February 2014

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Warren Pies@WarrenPies

2026.10.08 15:27

More hawkish than I would have guessed his dot to be...Seems like the early-27 data will dictate whether this is a two-hike adjustment or a full-fledged cycle. Given residual seasonality, base case has to be hot early-27 data.

Nick Timiraos@NickTimiraos

2026.10.08 10:43

Waller: “I anticipate additional hikes to support a timelier return of inflation to our 2% goal. But there is some flexibility about when those hikes will occur. The hikes do not need to come at consecutive meetings, but they should be in place in an acceptable period of time.”