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
Global Supply Chain Update – August 6, 2025
August 6, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
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.
U.S. Credit Update – August 5, 2025
August 5, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
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%.
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
Global Supply Chain Update – July 09, 2025
July 9, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – Global ETFs in the Spotlight
July 8, 2025 | Kylie Leverenz
The top two movers of the week were U.S. Large-cap ETFs and U.S. Broad Equity ETFs for the week ended on 7/03/25.
U.S. Credit Update – July 8, 2025
July 8, 2025 | Kylie Leverenz
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap