Daily Rundown
June 30, 2026 Chart of the Day Number of the Day 2.3 - The Dallas Fed's new orders index for manufacturing in June, down from 6.4 in the prior month and the lowest reading this year Quote of the Day "We see slower demand in the second half, but still generally a strong business climate for us." - Respondent to the June Dallas Fed manufacturing survey Monday's Highlight The Dallas Fed manufacturing index (June) slipped to 0.0 from a prior 0.4. Employment improved while n
Chief Strategist, Bryan Jordan CFA
1 min read
Â
Daily Rundown
June 29, 2026 Chart of the Day Number of the Day 9.0 - Share of consumer sentiment survey respondents in June expecting less unemployment over the next 12 months, equaling the lowest percentage since 2008 Quote of the Day "Disappointment in returns could trigger a sudden pullback in financing and turn the capex boom into a protracted investment bust, with potential knock-on effects on financial conditions. A major equity market correction could have larger macroeconomic c
Chief Strategist, Bryan Jordan CFA
1 min read
Â
Daily Rundown
June 26, 2026 Chart of the Day Number of the Day 3.0 - The personal saving rate in May, equaling the lowest level since June 2022 Quote of the Day "Core inflation is still too high and trending the wrong way." - Chicago Fed President Austan Goolsbee Thursday's Highlights Initial unemployment claims (week of 6/14) fell by 12,000 to 215,000. Real disposable income (May) rose by 0.3 percent. Real personal spending (may) rose by 0.3 percent. The PCE price index (May) moved
Chief Strategist, Bryan Jordan CFA
2 min read
Â
Daily Rundown
June 25, 2026 Chart of the Day Number of the Day $31.3 billion - Micron's DRAM revenue in the March-May quarter, up 343.0 percent year-over-year and more than eleven times the level of three years ago Quote of the Day "If we look at this multi-year time horizon, even going beyond 2027 into 2028, we are able to get very high confidence demand from our customers that is far in excess of our ability to support using our supply. So the demand continues to be well above our su
Chief Strategist, Bryan Jordan CFA
2 min read
Â




