Daily Rundown
February 25, 2026 Chart of the Day Number of the Day 5.7 - The annualized percentage increase in the Case-Shiller home price index in Q4, up from 0.8 percent in the prior quarter and the strongest since the fourth quarter of 2023 Quote of the Day "Our customers have been on the sideline with respect to large remodeling projects for three years now. The homeowner is one of the healthiest customer cohorts out there, but they tell us that uncertainty is growing, that there'
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 24, 2026 Chart of the Day Number of the Day 3.1 - Percentage increase in new orders of computers and electronics in December, a fourth straight rise and the strongest since January 2022 Quote of the Day "But if the good labor market news of January is revised away or evaporates in February, it would support my position at the FOMC's last meeting, that a 25 basis point reduction in the policy rate was appropriate, and that such a cut should be made at the March m
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 23, 2026 Chart of the Day Number of the Day 9.1 - The effective U.S. tariff rate after Friday's Supreme Court ruling, down from 16.9 percent prior to the decision Quote of the Day "I'm not fully convinced that we're on a pathway to our 2.0 percent target." - Dallas Fed President Lorie Logan Friday's Highlights The Supreme Court invalidated the U.S. tariffs imposed last year under emergency powers legislation. Real GDP (Q4) rose by 1.4 percent, as consumer sp
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 20, 2026 Chart of the Day Number of the Day $901.5 billion - The U.S. trade deficit for 2025, largely in line with the $903.5 billion deficit in the prior year Quote of the Day "We had a lot of growth with customers who are in the income bracket of $100,000 and above, and that's pretty consistent with the last few quarters. So I don't think there's any big change. I think the way we describe our customers is very thoughtful, they're choiceful, and, in the lower-
Chief Strategist, Bryan Jordan CFA
2 min read
