Bankruptcies
From Main Street to Wall Street: The K-Shaped Reality of Bankruptcies
April 10, 2026 | Tyler Lu
From 2020 to 2025, business bankruptcy filings were comprised primarily of Chapter 7 and 11 filings.
Daily Data Points
Dollar
The Dollar – Wait and See
April 8, 2026 | Petr Pinkhasov
The dollar rallied on the Iran war—safe-haven flows, oil spike, and inflation repricing. DXY ran from 96.22 to just under 100. That countertrend move aligned with the weekly DeMark setup we were watching.
Cat Bonds
CAT Bonds – A Safe Haven?
April 7, 2026 | Sam Rines
Given the war in the Middle East, which has resulted in minimal tanker traffic in the Strait of Hormuz and ever-changing news headlines, there is reason to be skeptical of putting money to work.
Monday
Energy
Commodities Update – The LNG Squeeze
April 6, 2026 | John Kulis
The spread between Asian Liquefied Natural Gas (LNG) futures and U.S. LNG futures has surged over the past month.
Commodities
Commodities Update – A Strong Start to 2026
March 23, 2026 | John Kulis
Through the first 57 trading days of the year, the Bloomberg Commodity Index had a total return of 18.76%
Commodities
Commodities Update – Are Metals the New Meme Stocks?
February 2, 2026 | John Kulis
Friday, 1/30/2026, was a day of reckoning for the price of silver.
Tuesday
Investor Flows
Investor Flows – U.S. Large-Cap ETFs Continue to Dominate
April 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 04/02/2026 were U.S. Large Cap ETFs at $4.70 billion, Government Bond ETFs at $3.08 billion, and U.S. Broad Equity ETFs at $1.93 billion.
Credit
U.S. Credit Update – April 07, 2026
April 7, 2026 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Investor Flows
Investor Flows – Global ETFs Take the Lead Before Operation Epic...
March 3, 2026 | Kylie Leverenz
The three ETF categories with the largest inflows for the week that ended on 02/27/2026 were Global ETFs at $14.20 billion, Precious Metal ETFs at $4.87 billion, and U.S. Large Cap ETFs at $3.69 billion.
Wednesday
Sample Weekly Reports
Global Supply Chain Update – A Few Crossings Through the Strait of...
April 8, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – Special Edition: Strait of Hormuz
March 4, 2026 | Kylie Leverenz
Of the total global flows through the Strait of Hormuz, sulfur led at 44%, while urea and ammonia represented 31% and 18%, respectively.
Sample Weekly Reports
Global Supply Chain Update – Decreased Container Volume at the Ports...
February 11, 2026 | Kylie Leverenz
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation
Inflation Roundup – April 09, 2026
April 9, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – March 05, 2026
March 5, 2026 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – February 05, 2026
February 5, 2026 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: The K-Shaped Economy Hits the Road
April 6, 2026 | Gus Handler
This episode examines the shifting U.S. auto landscape, highlighting record-high vehicle ages, the widening gap in car ownership across income levels, and the ways in which remote work is altering consumer sensitivity to...
Data Science Podcast
Arbor Data Science Podcast: A New Threat to the Semiconductor Industry
March 20, 2026 | Gus Handler
In this episode, Petr Pinkhasov discusses the critical role of helium in semiconductor manufacturing and the potential supply chain risks associated with it.
Data Science Podcast
Arbor Data Science Podcast: The Power of the Dollar
March 6, 2026 | Gus Handler
Today's podcast centers on the recent short-term rally of the US dollar, driven by geopolitical tensions in Iran and surging oil prices, and how these factors are complicating the outlook for emerging markets and Federal...