Daily Rundown
April 15, 2026 Chart of the Day Number of the Day 16.0 - The net percentage of small businesses reporting increased capital spending in March, down from 18.0 percent in the prior month and the lowest since 2009 Quote of the Day "The U.S. economy remained resilient in the quarter, with consumers still earning and spending and businesses still healthy. Several tailwinds are supporting this resiliency, including increased fiscal stimulus, the benefits of deregulation, AI-dr
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 14, 2026 Chart of the Day Number of the Day 113.7 - The homebuyer affordability index in March, up from the record low of 89.9 in 2023 but still well below the record high (211.8 in 2013) and the long-term average (135.3) Quote of the Day "I will say the corporate world...is incredibly engaged right now because they don't operate in the short-term noise." - Goldman Sachs CEO David Solomon, when asked about investors potentially de-risking Monday's Highlights Exis
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 13, 2026 Chart of the Day Number of the Day 1952 - The University of Michigan began producing a consumer sentiment index in 1952 (the current monthly series dates back to the late 1970s) and has never printed a lower reading than April's preliminary 47.6 Quote of the Day "The capex numbers from the hyperscalers are enormous and there seems to be no end in sight. We're falling further and further behind the demand. We would be sold out through all of 2028 within two
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 10, 2026 Chart of the Day Number of the Day 1.8 - The annualized percentage change in core GDP in the fourth quarter, the smallest increase in three years Quote of the Day "I think the Fed should, and will, take no action until the magnitude and duration of the shock and its effects are clearer — and that will take a considerable amount of time, even acknowledging the current fragile ceasefire." - Former New York Fed President Bill Dudley Thursday's Highlights In
Chief Strategist, Bryan Jordan CFA
2 min read
