Daily Rundown
April 30, 2026 Chart of the Day Number of the Day $125-$145 billion - Meta's capital spending projection for 2026, up from an estimate of $115-$135 billion three months ago and, at the midpoint, nearly double the level of 2025 Quote of the Day "I think that the center is moving toward a more neutral place." - Federal Reserve Chair Jerome Powell on the FOMC consensus moving away from its longstanding easing bias Wednesday's Highlights The FOMC left the federal funds targ
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
April 29, 2026 Chart of the Day Number of the Day 13.0 - The share of consumer confidence survey respondents planning to buy a car in the next six months, the highest since December 2024 Quote of the Day "Some firms may be brilliant, but I guarantee you not all 1,000 of them are. So in my view, because of that and the underwriting standards, we haven't had a credit recession in so long, so when we have one, it will be worse than people think." - JPMorgan CEO Jamie Dimon
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
April 28, 2026 Chart of the Day Number of the Day 34.0 - Share of respondents to the April Dallas Fed manufacturing survey saying that the war has had no impact yet, but is expected to have an impact if it continues (47.0 percent said that there has already been at least some negative impact) Quote of the Day "Diesel fuel cost increases are raising transportation costs for finished goods and raw materials. If they persist, we will have to raise prices. We are currently ab
Chief Strategist, Bryan Jordan CFA
1 min read
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Daily Rundown
April 27, 2026 Chart of the Day Number of the Day 10.0 - The share of households expecting their incomes to outpace inflation in the next one to two years, the lowest since mid-2012 Quote of the Day "The consumer is still a little bit muted." - Procter & Gamble CFO Andre Schulten Friday's Highlights Consumer sentiment (April) fell to a record low 49.8 from a prior 53.3, as the current conditions and expectations components both declined on the month. The Kansas City Fed
Chief Strategist, Bryan Jordan CFA
1 min read
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