Daily Rundown
June 29, 2026 Chart of the Day Number of the Day 9.0 - Share of consumer sentiment survey respondents in June expecting less unemployment over the next 12 months, equaling the lowest percentage since 2008 Quote of the Day "Disappointment in returns could trigger a sudden pullback in financing and turn the capex boom into a protracted investment bust, with potential knock-on effects on financial conditions. A major equity market correction could have larger macroeconomic c
Chief Strategist, Bryan Jordan CFA
1 min read
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Daily Rundown
June 26, 2026 Chart of the Day Number of the Day 3.0 - The personal saving rate in May, equaling the lowest level since June 2022 Quote of the Day "Core inflation is still too high and trending the wrong way." - Chicago Fed President Austan Goolsbee Thursday's Highlights Initial unemployment claims (week of 6/14) fell by 12,000 to 215,000. Real disposable income (May) rose by 0.3 percent. Real personal spending (may) rose by 0.3 percent. The PCE price index (May) moved
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
June 25, 2026 Chart of the Day Number of the Day $31.3 billion - Micron's DRAM revenue in the March-May quarter, up 343.0 percent year-over-year and more than eleven times the level of three years ago Quote of the Day "If we look at this multi-year time horizon, even going beyond 2027 into 2028, we are able to get very high confidence demand from our customers that is far in excess of our ability to support using our supply. So the demand continues to be well above our su
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
June 24, 2026 Chart of the Day Number of the Day -10.5 - The Philadelphia Fed's six-month non-manufacturing outlook index in June, a second straight negative reading and the lowest level in six months Quote of the Day "I was concerned a quarter ago that we maybe would see some demand destruction. That has not at all been the case. We're growing around the world, and we have seen no impact to demand because of the elevated fuel prices." - FedEx Chief Customer Officer Brie
Chief Strategist, Bryan Jordan CFA
2 min read
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