Commodities
Metals: Don’t Leave Them Behind Yet
August 5, 2026 | Petr Pinkhasov
If we take a look across the metals, some of these charts are starting to look really good in the medium term.
Daily Data Points
Commodities
Ebbs and Flows of the Oil Market
August 4, 2026 | Sam Rines
Another weekend, another deal. Or, at least, that seems to be the pattern.
Data Centers
Will Anything Slow Down Data Center Construction?
August 4, 2026 | John Kulis
Data center spending keeps getting revised up as the buildout speeds along
Monday
Coal
Commodities Update – Coal Consumption Continues to Fall in the U.S.
August 3, 2026 | Tyler Lu
Are there any winners in the coal sector?
Agriculture
Commodities Update – Crop Check: Knee High by the 4th of July?
July 6, 2026 | John Kulis
On 6/25/2026, President Trump announced that he would ask Congress for $11.1 billion of aid for U.S. farmers
Energy
Commodities Update – Gasoline Inventories See a Modest Uptick
June 8, 2026 | John Kulis
Motor gasoline inventories in the U.S. increased to 214.96 million barrels on 5/29/2026
Tuesday
Investor Flows
Investor Flows – Semiconductor ETFs Attract Inflows
August 4, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 7/31/2026 were Consumer Cyclical Sectors ETFs at $11.81 billion, Global ETFs at $7.80 billion, and Aggregate Bond ETFs at $1.78 billion.
Credit
U.S. Credit Update – August 4, 2026
August 4, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Investor Flows
Investor Flows – Consumer Cyclical’s Cycle To The Top
July 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 7/2/2026 were Consumer Cyclical Sector ETFs at $5.35 billion, Inv Grade ETFs at $3.31 billion, and Global ETFs at $3.21 billion
Wednesday
Sample Weekly Reports
Global Supply Chain Update – The Rhine is Running Dry
August 5, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Sample Weekly Reports
Global Supply Chain Update – U.S. Trucking Rates Keep Rising
July 8, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Sample Weekly Reports
Global Supply Chain Update – Transporting Goods Gets More...
June 10, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation
Inflation Roundup – August 6, 2026
August 6, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – July 9, 2026
July 9, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – June 11, 2026
June 11, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: Wealth Creation in Modern Times
June 25, 2026 | Gus Handler
Sam Rines discusses how high-profile tech IPOs and multi-billion dollar bond offerings drive immense wealth creation, fueling robust U.S. consumer demand in luxury real estate, high-end automotive, and restaurant...
Data Science Podcast
Arbor Data Science Podcast: Defense Stocks
June 18, 2026 | Gus Handler
In this episode of the Arbor Data Science Podcast, Petr Pinkhasov evaluates recent market dynamics, capacity challenges, and technical charts impacting major defense stocks.
Data Science Podcast
Arbor Data Science Podcast: SPR Drawdowns, CPI Realities &...
June 12, 2026 | Gus Handler
Sam Rines characterizes the latest CPI report as a mixed but largely expected print driven by energy costs, views regional housing spikes in the Northeast and Midwest as potential data anomalies, and anticipates a...