Inflation Roundup – April 09, 2026
April 9, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
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.
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.
U.S. Credit Update – April 07, 2026
April 7, 2026 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
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 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%
Inflation Roundup – March 05, 2026
March 5, 2026 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
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.
Investor Flows – Global ETFs Take the Lead Before Operation Epic...
March 3, 2026 | Kylie Leverenz
The three ETF categories with the largest inflows for the week that ended on 02/27/2026 were Global ETFs at $14.20 billion, Precious Metal ETFs at $4.87 billion, and U.S. Large Cap ETFs at $3.69 billion.