Daily Rundown
April 23, 2026 Chart of the Day Number of the Day $25 billion - Tesla's expected capital expenditures in 2026, up from an estimate of $20 billion three months ago and 193.2 percent above the level in 2025 Quote of the Day "Given the ongoing macroeconomic uncertainty, updating the company's full-year guidance would not be productive at this time. Achieving this outcome would require lower fuel prices and/or stronger revenue performance to offset higher fuel expense." - Sou
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 22, 2026 Chart of the Day Number of the Day 15.5 - The percentage increase in gas station sales in March, the largest in the 34-year history of the data series Quote of the Day "While it's true that inflation is less problematic...hard working Americans are no doubt feeling it. I think that means a regime change in the conduct of policy. I think that means a different, new inflation framework." - Federal Reserve chair nominee Kevin Warsh Tuesday's Highlights Retai
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 17, 2026 Chart of the Day Number of the Day 33.0 - The Philadelphia Fed's manufacturing new orders index in April, up from 8.0 in the prior month and the highest since late 2021 Quote of the Day "Given all the different things that keep changing day to day, week to week, it doesn't make sense for us to try to be giving strong forward guidance." - New York Fed President John Williams Thursday's Highlights Initial unemployment claims (week of 4/5) fell by 11,000 t
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
April 16, 2026 Chart of the Day Number of the Day 8 - The number of Federal Reserve districts, out of 12, reported to be in expansion in March and early April, equaling the most since early 2025 Quote of the Day "While most districts indicated that AI had not yet significantly impacted overall staffing levels, some noted that AI-driven productivity improvements had enabled many firms to delay or reduce hiring." - From the Federal Reserve's Beige Book Wednesday's Highli
Chief Strategist, Bryan Jordan CFA
2 min read




