Daily Rundown
April 8, 2026 Chart of the Day Number of the Day 26,000 - ADP's estimate of the average change in private payrolls in the four weeks through March 20, the fastest pace in the eight-month history of the series Quote of the Day "There (core inflation), the story hasn't changed very much." - New York Fed President John Williams Tuesday's Highlights Durable goods orders (February) fell by 1.4 percent. Core capital goods orders were up by 0.6 percent, bouncing back from a
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
April 7, 2026 Chart of the Day Number of the Day 0 - The number of commodities reported to be down in price in the March ISM services report, the first time that no price declines were reported since May 2021 Quote of the Day "I do believe that when we have a credit cycle, which will happen one day, losses on all leveraged lending in general will be higher than expected, relative to the environment. This is because credit standards have been modestly weakening pretty muc
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 6, 2026 Chart of the Day Number of the Day 11.5 - The median duration of unemployment, in weeks, in March, up from 11.1 weeks in the prior month and the longest since November 2021 Quote of the Day "...with a limited number of new workers entering the labor force, the speed limit of the labor market will be different. Productivity growth can make up some of the difference, but absent rapid and sustained gains, the growth rate of the U.S. economy will be slower." -
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
April 2, 2026 Chart of the Day Number of the Day 1.35 - The inventory/sales ratio in January, the lowest since June 2022 Quote of the Day "Ongoing geopolitical instability has emerged as a persistent factor influencing global trade dynamics. We anticipate strategic realignment of supply chains as organizations respond to energy market volatility and shifting trade policies. In light of these macroeconomic headwinds, we -like most organizations- are maintaining a cautious
Chief Strategist, Bryan Jordan CFA
2 min read
