Daily Rundown
March 10, 2026 Chart of the Day Number of the Day 47 - Consecutive months in which median five-year household inflation expectations have been 3.0 percent or lower Quote of the Day "Very soon" - President Donald Trump, when asked about the timing of the end of the war with Iran Monday's Highlight Median household one-year inflation expectations (February) fell to 3.0 percent from a prior 3.1 percent, equaling a 15-month low Quick Commentary Overall inflation expectat
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
March 9, 2026 Chart of the Day Number of the Day -34,000 - The decline in health care/education employment in February, the first pullback in the category in more than four years and, outside of the recession in 2020, the biggest one-month drop since 1989 Quote of the Day "This confirms to me that the labor market continues to be weak, and it could use some support from our policy rate." - Federal Reserve Governor Michelle Bowman Friday's Highlights Nonfarm payroll emp
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
March 6, 2026 Chart of the Day Number of the Day 10.8 - The percentage increase in the average unleaded gasoline price between March 1 and March 5, the largest four-day rise since the immediate aftermath of Hurricane Katrina in 2005 Quote of the Day "Gas prices, obviously, if they're up, that is inflationary. Textbook monetary policy would have you look through a short-term shock, but you don't look through a long-term shock. I think that's a lot of the assessment people
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
March 5, 2026 Chart of the Day Number of the Day 58.6 - The ISM services new orders index in February, a ninth straight expansionary reading and the highest level in 17 months Quote of the Day "Although consumer spending increased slightly on balance, two districts reported ongoing declines, and many noted that sales were dampened by economic uncertainty, increased price sensitivity, and lower-income consumers pulling back on spending." - From the Federal Reserve's Beige
Chief Strategist, Bryan Jordan CFA
2 min read
