Daily Rundown
February 18, 2026 Chart of the Day Number of the Day 3.4 - The average allocation to cash among respondents to the Bank of America global fund manager survey in February, up from the record-low of 3.2 percent in the prior month but still the third-lowest reading in the history of the series Quote of the Day "Our single-family builder customers have addressed ongoing affordability challenges by offering smaller and simpler homes, as well as incentives such as interest rat
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 17, 2026 Chart of the Day Number of the Day 2.966 - The annual percentage change in the median CPI component in January, the first time it has been under 3.0 percent since September 2021 Quote of the Day "I think rates can go down more -even several cuts more- from where they are today. But that's conditional on getting inflation back on path to 2 percent." - Chicago Fed President Austan Goolsbee Friday's Highlights The CPI (January) rose by 0.2 percent on t
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 13, 2026 Chart of the Day Number of the Day 116.5 - The housing affordability index in January, up 4.4 percent on the month for a seventh straight increase but still down by 45.0 percent from the record high in 2013 Quote of the Day "The expectation for the balance of 2026 is that the low income consumer is going to continue to be under pressure, and there should be, call it, mid single-digit growth available with the upper-income consumer." - McDonald's CEO Chr
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
February 12, 2026 Chart of the Day Number of the Day -1.03 million - The downward revision to the previously estimated nonfarm payroll employment level at the end of 2025 after yesterday's annual and monthly revisions Quote of the Day "In my view, further rate cuts risk allowing high inflation to persist even longer." - Kansas City Fed President Jeff Schmid Wednesday's Highlights Nonfarm payroll employment (January) rose by 130,000, the most in 13 months, as health ca
Chief Strategist, Bryan Jordan CFA
2 min read












