Inflation
OER and Inflation – Could Have Been Worse
June 11, 2026 | Sam Rines
Well. It could have been worse. Inflation is running hot, but not quite as hot as expected. And it was the (for now) usual suspects
Daily Data Points
Sample Daily Data Points
Yield Curve Volatility
June 10, 2026 | Petr Pinkhasov
Coming into 2026 the market expected the Fed to be cutting rates. That pricing is dead
Data Centers
Concrete Evidence of the Data Center Boom
June 8, 2026 | John Kulis
In May 2026, there were 51,210 news stories that mentioned data centers compared to 25,196 that were related to the housing market
Monday
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
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.
Tuesday
Investor Flows
Investor Flows – U.S. Large Cap Stays on Top
June 9, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 6/5/2026 were U.S. Large-cap ETFs at $13.31 billion, U.S. Broad Equity at $3.46 billion, and Aggregate Bond ETFs at $1.73 billion
Credit
U.S. Credit Update – June 9, 2026
June 9, 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 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.
Wednesday
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.
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.
Thursday
Inflation
Inflation Roundup – June 11, 2026
June 11, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
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
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: The Quantum Conundrum
June 5, 2026 | Gus Handler
In today's episode, Petr discusses the current state of the quantum computing industry and the implications of a recent government investment.
Data Science Podcast
Arbor Data Science Podcast: The Unbreakable Spender: A Striking...
May 22, 2026 | Gus Handler
In today’s podcast, Sam Rines discusses the U.S. Consumer and what we should be looking for as we enter the summer travel season.
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...