Daily Rundown
March 18, 2026 Chart of the Day Number of the Day 18 - Consecutive months in which the New York Fed's services index has been in negative territory, equaling the longest such streak (2008-09) in the more than two-decade history of the survey Quote of the Day "Our consumer is really healthy. We live in the top end of that K that people talk about, the premium end of the K. That group of folks wants to travel. We've seen eight of the top ten sales days in our history this
Chief Strategist, Bryan Jordan CFA
2 min read
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




