Daily Rundown
May 12, 2026 Chart of the Day Number of the Day 110.6 - The homebuyer affordability index in April, indicating that the median family has 110.6 percent of the qualifying income for the median house, down from 113.5 in March and a long-term average of 135.3, but among the highest readings of the last four years Quote of the Day "Retailer demand remains broad-based, spanning new and legacy retailers across a wide range of categories in all of our platforms and geographies.
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
May 11, 2026 Chart of the Day Number of the Day 16 - Consecutive months in which information services jobs have declined, the longest such streak since 2008-09 Quote of the Day "I don't see how you can look at the current situation and view that the only thing that's on the table are rate cuts." - Chicago Fed President Austan Goolsbee Friday's Highlights Nonfarm payroll employment (April) rose by 115,000, as construction, retail, business services, health care, and leis
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
May 8, 2026 Chart of the Day Number of the Day 1.2 - The year-over-year percentage change in unit labor costs in the first quarter, down from 2.4 percent in Q4 and the lowest since the third quarter of 2023 Quote of the Day "What's obviously going on is the macro environment and consumer sentiment. That's not new news, but I think it's fair to say that it's certainly not improving and it may be getting a little bit worse." - McDonald's CEO Chris Kempczinski Thursday's H
Chief Strategist, Bryan Jordan CFA
2 min read
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Daily Rundown
May 7, 2026 Chart of the Day Number of the Day 4.4 - ADP's estimate of the median annual percentage pay increase among job stayers in April, equaling the smallest in nearly five years Quote of the Day "We have risks both on the employment side and on the inflation side. In my understanding, the risks have been shifting towards more risk on the inflation side than the employment side." - St. Louis Fed President Alberto Musalem Wednesday's Highlights ADP's estimate of pri
Chief Strategist, Bryan Jordan CFA
1 min read
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