Housing
New Homes Await. Are Buyers Pulling Back?
May 14, 2026 | Kristen Radosh
The supply of new-home inventories in the South has continued to dominate compared to the other regions.
Daily Data Points
Defense
Rebuilding Missile Inventories Will be a Yearslong Endeavour
May 12, 2026 | John Kulis
As of 4/21/2026, CSIS estimated that the U.S. had approximately 1,085 Patriot missiles, down from a prewar estimate of 2,330
Monday
Energy
Commodities Update – A Comeback for Coal?
May 4, 2026 | Tyler Lu
With the current Iran war and disruptions through the Strait of Hormuz, more countries may begin pivoting to coal as oil and natural gas becomes increasingly more expensive to procure
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%
Tuesday
Investor Flows
Investor Flows – U.S. Large-Cap Back on Top
May 5, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 5/1/2026 were U.S. Large-cap ETFs at $20.46 billion, U.S. Small-cap ETFs at $3.27 billion, and Aggregate Bond ETFs at $2.79 billion.
Credit
U.S. Credit Update – May 5, 2026
May 5, 2026 | Tyler Lu
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 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.
Wednesday
Sample Weekly Reports
Global Supply Chain Update – An Eye on Imports and Exports
May 6, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
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.
Thursday
Inflation
Inflation Roundup – May 7, 2026
May 7, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
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
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: What Stops the AI Train?
May 8, 2026 | Gus Handler
In this episode, Petr’s breakdown focuses on the macroeconomic bottlenecks, infrastructure impacts, and cyclical hardware risks, which should be highly relevant for your ongoing modeling of AI's market impact and...
Data Science Podcast
Arbor Data Science Podcast: SPR: A Behind the Scenes Weapon
April 29, 2026 | Gus Handler
In today's podcast, we revisit the Strategic Petroleum Reserve (SPR) and its significance during the on-going conflict in the Middle East.
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...