Daily Rundown
March 17, 2026 Chart of the Day Number of the Day 25.0 - The NAHB's prospective home buyer traffic index in March, up 3.0 points from the prior month for its first increase since November Quote of the Day "And so what we see is the middle to higher income households, we see accelerated trade-in." - Dollar Tree CEO Michael Creedon Monday's Highlights Industrial production (February) rose by 0.2 percent, as auto output was up strongly for a second straight month. The NA
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
March 16, 2026 Chart of the Day Number of the Day 3.1 - The year-over-year change in the core PCE price index in January, the highest in 22 months Quote of the Day "Interviews completed prior to the military action in Iran showed an improvement in sentiment from last month, but lower readings seen during the nine days thereafter completely erased those initial gains." - University of Michigan Surveys of Consumers Director Joanne Hsu Friday's Highlights Real disposable
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
March 13, 2026 Chart of the Day Number of the Day $374,000 - Lennar's average closing selling price in the December-February quarter, down 8.3 percent year-over-year Quote of the Day "We are clearly benefitting from consumers seeking value and trading down." - Ollie's Bargain Outlet CEO Eric van der Valk Thursday's Highlights Initial unemployment claims (week of 3/1) fell by 1,000 to 213,000. Housing starts (January) jumped by 7.2 percent, a third straight increase,
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
March 12, 2026 Chart of the Day Number of the Day 2.8 - The annual percentage change in the median CPI component in February, down from 3.0 percent in the prior month and the lowest since September 2021 Quote of the Day "I would like to see a smaller balance sheet for the Federal Reserve as a whole." - Federal Reserve Governor Michelle Bowman Wednesday's Highlights The CPI (February) rose by 0.3 percent on the month and 2.4 percent year-over-year. The core CPI (Febru
Chief Strategist, Bryan Jordan CFA
2 min read




