Daily Rundown
July 20, 2026 Chart of the Day Number of the Day 532,000 The annualized pace of multifamily housing starts in June, up 76.2 percent on the month and the highest level since March 2023 Quote of the Day “In a scenario where actual inflation does not start to cool down soon, I believe that it could be appropriate to reconsider our current policy stance.” Federal Reserve Vice Chair Philip Jefferson Friday’s Highlights Housing starts (June) jumped by 19.0 percent thanks to a surge
Chief Strategist, Bryan Jordan CFA
2 min read


Daily Rundown
July 17, 2026 Chart of the Day Number of the Day 18 The yearly percentage change in nonstore retail sales in June, the fastest pace since April 2021 Quote of the Day “I currently believe modestly higher interest rates would better balance the outlook and risks.” Dallas Fed President Lorie Logan Thursday’s Highlights Initial unemployment claims (week of 7/5) fell by 8,000 to a two-month low 208,000. Retail sales (June) rose by 0.2 percent overall and 0.5 percent in the core co
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
July 16, 2026 Chart of the Day Number of the Day 6.65 - The average 30-year fixed mortgage rate last week, equaling the highest since last August. Quote of the Day “I don’t view a one-time change in prices (a reference to the potential impact of the AI boom) as necessarily being inflationary because there’s a supply response.” Federal Reserve Chair Kevin Warsh Tuesday's Highlights The Beige Book (June-July) showed the economy growing at a “slight to moderate” pace. The PPI (J
Chief Strategist, Bryan Jordan CFA
2 min read




