Daily Rundown
July 29, 2026 Chart of the Day Number of the Day 15,000 ADP’s estimate for average private payroll job growth in the four weeks through July 11, the lowest since early March Quote of the Day “Growth across consumer spend bands saw incremental improvement from the prior quarter, with the highest spend band continuing to grow the fastest. We do not see signs of the lower spend consumer weakening in our volumes.” Visa CFO Chris Suh Tuesday’s Highlights Consumer confidence (July)
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
July 28, 2026 Chart of the Day Number of the Day 15.4 The annualized percentage change in core capital goods orders in the first sixth months of 2026, putting the series on track for the largest annual increase in its 34-year history Quote of the Day “Too much noise in the economy and high interest rates make planning or taking risks difficult.” Respondent to the July Dallas Fed manufacturing survey Monday’s Highlights Durable goods orders (June) rose by 0.3 percent overall a
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
July 27, 2026 Chart of the Day Number of the Day -2.7 The year-over-year percentage change in the median new home price in June, a fifth negative reading in the last six months Quote of the Day “U.S. consumer spending was up 11 percent, the highest level of growth since Q1 2018, excluding periods impacted by the pandemic.” American Express CFO Christophe Le Caillec Friday’s Highlights New home sales (June) rose by 1.6 percent and are now down 13.1 percent thus far in 2026. Am
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
July 24, 2026 Chart of the Day Number of the Day 4.69 The 10-year U.S. Treasury yield on Thursday, a fourth straight daily increase and the highest level since January 2025 Quote of the Day “Strong demand for our products continues to outpace our growing supply.” Intel CEO Lip-Bu Tan Thursday’s Highlights Initial unemployment claims (week of 7/12) fell by 22,000 to a 57-year low 187,000. The Kansas City Fed manufacturing index (July) slipped to 9.0 from a prior 11.0. Intel re
Chief Strategist, Bryan Jordan CFA
1 min read




