Energy
Heavy Oil, Heavy Costs: The Reality of Venezuela’s Oil
January 7, 2026 | John Kulis
According to OPEC, Venezuela had approximately 303.22 billion barrels of oil beneath it's surface as of 2024, the most of any nation.
Daily Data Points
Consumer
Buy Now Pay Later – What Could Go Wrong?
December 8, 2025 | Kylie Leverenz
Utilizing data from LendingTree, we constructed the heatmap below which outlines the average credit card debt in Q1 2025 (most recent data available).
Sample Daily Data Points
Follow the Yield Curve, Ignore the Noise
December 5, 2025 | Sam Rines
At least measured by the US Agg, it has been a fairly good year to be allocated to fixed income
Monday
Commodities
Commodities Update – Platinum: The Forgotten Metal
December 1, 2025 | Kylie Leverenz
As of Q3 2025, South Africa had the largest supply of refined platinum at 73.26%, followed by Russia at 11.10%, Zimbabwe at 8.5%, Other 3.6% and North America at 3.52%
Commodities
Commodities Update – The Overlooked Metals
November 3, 2025 | John Kulis
China will produce approximately 44 million tons of aluminum in 2025. The rest of the world will produce 30 million tons of aluminum in 2025.
Commodities
Commodities Update – Lithium in the Limelight
October 6, 2025 | John Kulis
According to estimates from the U.S. Geological Survey publish in January 2025, Australia produced approximately 88,000 metric tons of lithium in 2024.
Tuesday
Investor Flows
Investor Flows – Global ETFs Gobble Inflows
December 2, 2025 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 11/28/2025 were Global ETFs at $4.08 billion, U.S. Large-cap ETFs at $2.50 billion, and U.S. Small-cap ETFs at $2.21 billion.
Credit
U.S. Credit Update – December 2, 2025
December 2, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Investor Flows
Investor Flows – U.S. Large-Cap ETFs Dominate Inflows
November 4, 2025 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 10/31/2025 were U.S. Large-Cap ETFs at $23.13 billion, Global ETFs at $3.05 billion, and Consumer Cyclical Sectors at $1.84 billion.
Wednesday
Sample Weekly Reports
Global Supply Chain Update – Heavy Truck Sales Down, Transportation...
December 10, 2025 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – November 05, 2025
November 5, 2025 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – October 8, 2025
October 8, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation
Inflation Roundup – December 4, 2025
December 4, 2025 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – November 6, 2025
November 6, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – October 09, 2025
October 9, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Data Science Podcast
Cryptocurrency
Arbor Data Science Podcast: Cryptocurrency Update – 12/5/2025
December 5, 2025 | Gus Handler
Today John Kulis and Ryan Grace of Tastycrypto will discuss the current state of cryptocurrency.
Data Science Podcast
Arbor Data Science Podcast: Current State of the Consumer
October 29, 2025 | Gus Handler
Today’s podcast previews potential impacts on the holiday season before diving into the current state of the consumer and how economic costs vary by state.
Data Science Podcast
Arbor Data Science Podcast: Current State of the Auto Market
September 24, 2025 | Gus Handler
Cars and automobiles have become crucial for daily life in the U.S. and can help give context to the current state of the economy.