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
Daily Rundown
April 9, 2026 Chart of the Day Number of the Day 40-50 - Percentage share of the $2 billion additional fuel cost this quarter that Delta expects to recapture due to strong demand Quote of the Day "In particular, most participants raised the concern that a protracted conflict in the Middle East could lead to a further softening in labor market conditions, which could warrant additional rate cuts, as substantially higher oil prices could reduce households' purchasing power
Chief Strategist, Bryan Jordan CFA
1 min read
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
