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@KevRGordon "Oof. As of June the BLS had a more difficult time collecting inflation data . share of items subject to "different cell imputation" jumped to 35%. "Different cell" means the items are based on different items or those from different geographies"
@KevRGordon Avatar @KevRGordon on X 2025-07-16 11:59:00 UTC 16.2K followers, 1712 engagements

"Goldman's non-profitable tech basket is up by XX% since the April lows and now at its highest since April 2022"
@KevRGordon Avatar @KevRGordon on X 2025-07-18 11:50:59 UTC 16.2K followers, 2046 engagements

"17% tariff on tomatoes coming from Mexico Mexican tomatoes are XX% of our tomato imports"
@KevRGordon Avatar @KevRGordon on X 2025-07-14 21:21:22 UTC 16.2K followers, 73.6K engagements

"This is interesting because the U.S. has a trade surplus with Brazil *TRUMP TO IMPOSE XX% TARIFF ON GOODS FROM BRAZIL"
@KevRGordon Avatar @KevRGordon on X 2025-07-09 21:43:05 UTC 16.2K followers, 2711 engagements

"Bear market for the secondary market price for the Patek Philippe Nautilus sold by Tiffany @business"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 13:22:45 UTC 16.2K followers, 5844 engagements

"Here are the components of PPI that map over to PCE . big decline in airfare but some bounce back in portfolio management"
@KevRGordon Avatar @KevRGordon on X 2025-07-16 12:37:27 UTC 16.2K followers, 60.5K engagements

"3-month annualized change in retail sales in January: +6.4% February: +3.4% March +1.6% April +2.8% May +3.6% June +2.2%"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 12:35:20 UTC 16.2K followers, 1870 engagements

"Updating the table with Indonesia now at 19%"
@KevRGordon Avatar @KevRGordon on X 2025-07-15 17:17:32 UTC 16.2K followers, 7823 engagements

"Shelter is clearly putting a lot of downward pressure on CPI . CPI services ex-shelter is running at +3.75% annualized over the past X months"
@KevRGordon Avatar @KevRGordon on X 2025-07-15 12:54:01 UTC 16.2K followers, 23.8K engagements

"*FOREIGN US TREASURIES HOLDINGS HIT $9.05T SECOND-HIGHEST EVER *FOREIGN HOLDINGS OF US TREASURIES ROSE BY $32.4B IN MAY via @business"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 20:00:32 UTC 16.2K followers, 4708 engagements

"US 5y breakeven rate is at its highest since April 9"
@KevRGordon Avatar @KevRGordon on X 2025-07-11 16:26:18 UTC 16.1K followers, 16K engagements

"% of S&P XXX members trading above their 200d moving average struggling to get back into last year's range (but still up sharply from the April low)"
@KevRGordon Avatar @KevRGordon on X 2025-07-18 11:39:46 UTC 16.2K followers, 1227 engagements

"The prospective buyers component in the @NAHBhome Housing Market Index fell back to its cycle low in July . the only other times it has been lower: 1990 and during the financial crisis"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 14:48:03 UTC 16.2K followers, 3189 engagements

"@TheStalwart CPI salad dressing flat for the past X years . looking good"
@KevRGordon Avatar @KevRGordon on X 2025-07-09 20:03:53 UTC 16.2K followers, 1377 engagements

"Stocks recovered their losses today. The dollar did not"
@KevRGordon Avatar @KevRGordon on X 2025-07-16 20:16:19 UTC 16.2K followers, 1774 engagements

"The S&P 500's forward P/E is XXXX and the fed funds rate (lower bound) today is XXXX% . back in early 2021 the forward P/E was XXXX and the fed funds rate was 0%"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 12:00:02 UTC 16.2K followers, 4921 engagements

"Roasted some beets and added citrus yesterday pretty good taste"
@KevRGordon Avatar @KevRGordon on X 2025-07-14 16:15:41 UTC 16.2K followers, 1671 engagements

"@MikeZaccardi makes sense to me since CPI was cratering by the end of 2008 . then we went into deflation"
@KevRGordon Avatar @KevRGordon on X 2025-07-18 14:09:13 UTC 16.2K followers, XXX engagements

"Waller says the Fed should cut rates at the July meeting"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 22:33:30 UTC 16.2K followers, 5169 engagements

"Odds of a Fed rate cut in September close to 50-50 now per @CMEGroup"
@KevRGordon Avatar @KevRGordon on X 2025-07-17 12:44:13 UTC 16.2K followers, 1570 engagements

"Equity market initially took a leg lower as this hit: *TRUMP ASKED GOP LAWMAKERS IF HE SHOULD FIRE FED CHAIR: CBS"
@KevRGordon Avatar @KevRGordon on X 2025-07-16 14:58:12 UTC 16.2K followers, 2501 engagements

"Russell 2000s close on 7/8/21: 2231.7 Russell 2000s close on 7/8/25: 2228.7"
@KevRGordon Avatar @KevRGordon on X 2025-07-08 20:23:37 UTC 16.2K followers, 138.8K engagements