Daily Rundown
March 3, 2026 Chart of the Day Number of the Day 70.5 - The ISM manufacturing prices paid index in February, up from 59.0 in the prior month and the highest since mid-2022 Quote of the Day "Business is improving by the week. Backlog is growing, and new opportunities are everywhere. Monthly shipments are still lower than planned, but improving." - Respondent to the February ISM manufacturing survey Monday's Highlight The ISM manufacturing index (February) slipped to 52
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
March 2, 2026 Chart of the Day Number of the Day 2.5 - Percentage increase in the trade services component of the producer price index in January, a second straight gain in excess of 1.0 percent and the largest in the 16-year history of the series Quote of the Day "Volatility has long defined this sector, and it is now heightened. With added uncertainty, we expect prices to follow a different pattern in the short term versus the long term." - Galp CEO Maria Joao Carioca
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 26, 2026 Chart of the Day Number of the Day 149.7 - The MBA's mortgage purchase application index for the week ended February 20, the lowest level since last April Quote of the Day "Our outlook for 2026 remains cautious given the persistent volatility in the housing macro. This uncertainty continues to pressure big ticket, discretionary DIY projects, as many consumers are reluctant to make significant investments in their homes." - Lowe's CEO Marvin Ellison Wed
Chief Strategist, Bryan Jordan CFA
2 min read
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




