Daily Rundown
August 5, 2026 Chart of the Day Number of the Day 17.6 The annualized percentage change in core capital goods orders in the second quarter, up from 11.8 percent in Q1 and the fastest pace since the first quarter of 2021 Quote of the Day “There is a lot of discussion around AI demand. We have constant discussions with our customers and all I can tell you is no one is slowing down at the moment.” Caterpillar CEO Joseph Creed Tuesday’s Highlights Job openings (June) fell by 178,
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
August 4, 2026 Chart of the Day Number of the Day 52.8 The ISM employment index in July, the first expansionary reading since September 2023 and the highest since August 2022 Quote of the Day “No normalcy in sight in the world of metals. It makes me yearn for the coronavirus pandemic chaos, which was more manageable than whatever this is that we are in. At least business is better. However, the components of good business are not.” Respondent to the July ISM manufacturing sur
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
August 3, 2026 Chart of the Day Number of the Day 3.2 The year-over-year change in the wages and salaries component of the employment cost index in the second quarter, down from 3.4 percent in Q1 and the slowest pace since 2021 Quote of the Day “Modest action in the near term would reduce the likelihood of needing to take sharper action later.” Dallas Fed President Lorie Logan Friday’s Highlights The U. of Michigan consumer sentiment index (July) rose by 5.7 points to a five-
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
July 31, 2026 Chart of the Day Number of the Day 2.7 The personal saving rate in June, down from 2.8 percent in May for a 13th decline in the last 14 months and the lowest level in four years Quote of the Day “We now believe we will spend $220 billion in cash capex in 2026, the higher cost of memory pushing this number up from our previous estimate of $200 billion. But even at that amount, we will still not have enough capacity to meet all of the demand we have.” Amazon CEO A
Chief Strategist, Bryan Jordan CFA
2 min read




