Energy
Wind Turbines
August 15, 2025 | John Kulis
BloombergNEF projects that the capacity of new solar, wind, and batteries deployed will rise to 72 gigawatts ("GW") in 2025 and peak at 85 GW in 2026.
Daily Data Points
Consumer
That Time Again: Back to College
August 14, 2025 | Kylie Leverenz
The heatmap below outlines the undergraduate enrollment changes for public and private universities by state from the school year 2023-2024 to the school year 2024-2025.
Commodities
Beans in the Teens
August 13, 2025 | Petr Pinkhasov
Soybeans are an important export for US-based farmers. Beans were the largest agricultural export of the United States in 2023
Monday
Commodities
Commodities Update – August 4, 2025
August 4, 2025 | Kylie Leverenz
Platinum had the highest YTD return at 37.23%, followed by Copper at 31.06% and Soybean Oil at 23.06%.
Commodities
Commodities Update – July 7, 2025
July 7, 2025 | John Kulis
Platinum had the highest YTD return at 47.82%, followed by Soybean Oil at 32.04% and Copper at 24.41%.
Tuesday
Investor Flows
Investor Flows – U.S. Large Cap ETFs Lead the Pack
August 5, 2025 | John Kulis
The two ETF categories with the largest inflows for the week that ended on 8/1/2025 were U.S. Large-Cap ETFs, at $7.53 billion in inflows, and Precious Aggregate Bond ETFs, at $1.61 billion in inflows.
Credit
U.S. Credit Update – August 5, 2025
August 5, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Investor Flows
Investor Flows – Global ETFs in the Spotlight
July 8, 2025 | Kylie Leverenz
The top two movers of the week were U.S. Large-cap ETFs and U.S. Broad Equity ETFs for the week ended on 7/03/25.
Wednesday
Sample Weekly Reports
Global Supply Chain Update – August 6, 2025
August 6, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – July 09, 2025
July 9, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – June 04, 2025
June 4, 2025 | Kristen Radosh
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation
Inflation Roundup – August 7, 2025
August 7, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – July 10, 2025
July 10, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – June 5, 2025
June 5, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: A Deep Dive into Credit Cards
August 12, 2025 | Gus Handler
In today's podcast, John Kulis of Arbor Data Science breaks down Credit Cards highlighting delinquency data by type of debt, by age and by income levels across the U.S.
Data Science Podcast
Arbor Data Science Podcast: Starter Homes & Household Debt
August 7, 2025 | Gus Handler
Today’s podcast will cover Starter Home Inventory in the U.S. and touch on Total Household and Consumer Debt with some telling details on the status of Student Loan repayments.