Daily Rundown
February 11, 2026 Chart of the Day Number of the Day 31.0 - Share of small businesses with unfilled positions in January, down from 33.0 percent in the prior month and the lowest since mid-2020 Quote of the Day "We will learn in the coming months whether inflation is coming down to our target and whether the labor market will remain stable. If so, this would tell me that our current policy stance is appropriate and no further rate cuts are needed to achieve our dual mand
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 9, 2026 Chart of the Day Number of the Day 3.5 - The median expected 12-month inflation rate among respondents to the University of Michigan consumer sentiment survey in February, down from 4.0 percent in the prior month and the lowest in more than a year Quote of the Day "At this point, given what I'm seeing in the economy, I lean toward additional cuts. Whether that's one or two is hard to say." - San Francisco Fed President Mary Daly Friday's Highlights Con
Chief Strategist, Bryan Jordan CFA
1 min read
Daily Rundown
February 6, 2026 Chart of the Day Number of the Day -5.6 million - The decline in job openings since the record high of 12.1 million in March 2022 Quote of the Day "We see this as an unusual opportunity and we're going to invest aggressively to be the leader." - Amazon CEO Andy Jassy Thursday's Highlights Initial unemployment claims (week of 1/25) rose by 22,000 to 231,000, likely driven in part by poor weather. Job openings (December) fell by 386,000 to a five-year
Chief Strategist, Bryan Jordan CFA
2 min read
Daily Rundown
February 5, 2026 Chart of the Day Number of the Day $175-185 billion - Alphabet's planned capital expenditures for 2026, up from $91.5 billion last year and $52.5 billion in 2024 Quote of the Day "Data centers are causing large spikes in requirements. Suppliers are challenged by capacity and tariffs. Therefore, this is both an exciting and challenging time in the industry." - Respondent to the January ISM services survey Wednesday's Highlights ADP's employment estimate
Chief Strategist, Bryan Jordan CFA
2 min read












