Housing
An Inflation Conundrum – Our OER Update
September 12, 2025 | Sam Rines
Not too long ago, inflation was the dictating factor of monetary policy. The FOMC's policy function was heavily tilted away from employment and toward prices.
Daily Data Points
Gambling
The Prediction Market Playbook
September 12, 2025 | John Kulis
With the football season officially underway, we examine the increasing size of the sports prediction markets.
Defense
A Global View on the Defense Sector
September 11, 2025 | Petr Pinkhasov
With the DSEI global defense event taking place this week in London, an update on defense spending in Europe deserves an audience as capital flows may come into the market.
Monday
Commodities
Commodities Update – A Bull Run for Platinum
September 8, 2025 | John Kulis
Platinum has the highest YTD return at 48.00%, followed by Feeder Cattle at 33.78% and Silver at 32.59%.
Commodities
Commodities Update – August 4, 2025
August 4, 2025 | Kylie Leverenz
Platinum had the highest YTD return at 37.23%, followed by Copper at 31.06% and Soybean Oil at 23.06%.
Commodities
Commodities Update – July 7, 2025
July 7, 2025 | John Kulis
Platinum had the highest YTD return at 47.82%, followed by Soybean Oil at 32.04% and Copper at 24.41%.
Tuesday
Investor Flows
Investor Flows – Large Inflows to Precious Metal ETFs
September 9, 2025 | Kylie Leverenz
The two ETF categories with the largest inflows for the week that ended on 9/05/2025 were Precious Metal ETFs, at $2.76 billion in inflows, and Global ETFs, at $2.74 billion in inflows.
Credit
U.S. Credit Update – September 9, 2025
September 9, 2025 | Kylie Leverenz
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 Lead the Pack
August 5, 2025 | John Kulis
The two ETF categories with the largest inflows for the week that ended on 8/1/2025 were U.S. Large-Cap ETFs, at $7.53 billion in inflows, and Precious Aggregate Bond ETFs, at $1.61 billion in inflows.
Wednesday
Sample Weekly Reports
Global Supply Chain Update – September 10, 2025
September 10, 2025 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – August 6, 2025
August 6, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – July 09, 2025
July 9, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation/TIPS
Inflation Roundup – September 11, 2025
September 11, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – August 7, 2025
August 7, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Inflation
Inflation Roundup – July 10, 2025
July 10, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: The Labor Market & Fed Coverage
September 10, 2025 | Gus Handler
Today’s podcast dives into the current state of the labor market and coverage of the Federal Reserve.
Data Science Podcast
Arbor Data Science Podcast: Defense Sector
August 28, 2025 | Gus Handler
With the continued fighting between Ukraine and Russia, NATO Nations increasing their defense spending goals, and Commerce Secretary Lutnick mentioning that the U.S. government is eyeing a stake in one of the large...
Data Science Podcast
Arbor Data Science Podcast: A Deep Dive into Credit Cards
August 12, 2025 | Gus Handler
In today's podcast, John Kulis of Arbor Data Science breaks down Credit Cards highlighting delinquency data by type of debt, by age and by income levels across the U.S.