Daily Rundown
June 12, 2026 Chart of the Day Number of the Day 22.3 - The yearly percentage change in core crude wholesale prices in May, the highest since April 2022 Quote of the Day "Our quarter was defined by the same stubborn headwinds that have challenged the housing market for the past several years - persistently elevated mortgage rates, constrained affordability, and cautious consumer sentiment, exacerbated by geopolitical uncertainty..." - Lennar CEO Stuart Miller Thursday'
Chief Strategist, Bryan Jordan CFA
2 min read
Â
Daily Rundown
June 11, 2026 Chart of the Day Number of the Day 0.3 - Percentage increase in owners' equivalent rent in May, a return to trend after an anomalous 0.5 percent print in the prior month Quote of the Day "AI infrastructure makes the existing cloud infrastructure market look small. Everything we see shows this market size is trillions of dollars per year." - Oracle CEO Clay Magouyrk Wednesday's Highlights The CPI (May) rose by 0.5 percent on the month and 4.2 percent year-o
Chief Strategist, Bryan Jordan CFA
2 min read
Â
Daily Rundown
June 10 ,2026 Chart of the Day Number of the Day 35.0 - Share of existing home purchases made by first-time buyers in May, up from 33.0 percent in the prior month and the highest percentage since April 2020 Quote of the Day "Within our full-year outlook, we expect mid-single-digit deflation. And again, that's largely driven by green coffee. Excluding green coffee and tariffs, we anticipate cost inflation of low single-digits across the balance of our portfolio..." - JM Sm
Chief Strategist, Bryan Jordan CFA
2 min read
Â
Daily Rundown
June 9, 2026 Chart of the Day Number of the Day 43.7 - Households' average estimated probability of finding a job within three months in May, down from 46.0 percent in the prior month and the second-lowest reading in the 13-year history of the survey Quote of the Day "Across the board, we are seeing a tremendous amount of demand for all of the mining that we produce." - Vale CEO Gustavo Pimenta Monday's Highlights One-year household inflation expectations (May) fell to
Chief Strategist, Bryan Jordan CFA
1 min read
Â




