Head of Macro Research and Strategy, Schwab Center for Financial Research Disclosures: aboutschwab.com/social-media
Joined January 2024
- Tweets 10,197
- Following 404
- Followers 26,587
- Likes 2,361
6,089 Photos and videos
☠️
Elmo teach me not to eat trophy. Me teach Elmo to pick a team. 💙🧡
1,625
“‘Remember!’ a T-shirt vendor hollered outside a Sixth Avenue halal cart early Sunday morning, flapping his wares at the believers. ‘Remember today!’”
@nytimes
nytimes.com/2026/06/14/nyreg…
2
1,356
Jun 12
The Russell 2000 closed at an all-time high today and the S&P 500 did not
(Past performance is no guarantee of future results)
5
27
2,051
Jun 12
Over the past year:
KBW Bank Index 38.4%
S&P 500 Financials 4.6%
(Past performance is no guarantee of future results)
5
36
2,545
Jun 12
Improvement across the board for UMich consumer sentiment in June … quite a jump for future expectations as inflation expectations (for next year and 5-10 years) roll over
7
30
2,649
Jun 11
Equal-weighted S&P 500 back to outperforming the cap-weighted S&P 500 YTD
(Past performance is no guarantee of future results)
4
6
40
2,694
Jun 11
Year/year change in PPI ex food, energy, and trade in:
March: 3.6%
April: 4.4%
May: 5.1%
3
16
73
6,494
Jun 11
PPI ex food, energy, and trade jumped by 0.8% m/m in May … in the history of this series, there have only been 3 other months with stronger gains
6
23
96
10,512
Jun 11
The components of PPI that map over to PCE suggest a firmer/hotter print for May … only the air transport component declined
2
9
36
2,190
Kevin Gordon retweeted
Jun 11
KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN. KNICKS WIN.
1,351
20,806
103,253
6,054,367
Via Carota is still worth every ounce of effort in the West Village ny.eater.com/dining-report/4…
4
10
4,633
Jun 10
Citi Economic Surprise Index for the Eurozone is still negative but has been rebounding sharply
2
3
29
2,422
Kevin Gordon retweeted
Jun 10
ICYMI, our report on gambling vs. investing from April, which is a story that needs to be consistently told schwab.com/learn/story/gambl…
11
14
70
15,297
Kevin Gordon retweeted
Jun 10
The Bacon, Egg & Cheese with Coffee Index continues to slide — now at $2.58, down 14% from its March '25 peak of $3.23. The big driver? Eggs collapsing from $1.03 to $0.36. Your morning bodega run is the cheapest it's been since late 2024: 🥓🥚🧀☕
4
14
59
7,746
Jun 10
The drawdown we’ve seen in the US Strategic Petroleum Reserve over the past 4 weeks is the most extreme in history
13
60
188
18,336
Jun 10
Per tracking from Bloomberg @economics, CPI breadth improved in May, with a notable decline in the share of components seeing a gain stronger than 4% annualized
2
10
29
2,075
Jun 10
Core goods inflation continued to ease a bit in May but remains positive y/y (still very different than what the norm was pre-pandemic)
2
10
55
12,834