Global Supply Chain Update – Heavy Truck Sales Down, Transportation...
December 10, 2025 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Inflation Roundup – December 4, 2025
December 4, 2025 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Investor Flows – Global ETFs Gobble Inflows
December 2, 2025 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 11/28/2025 were Global ETFs at $4.08 billion, U.S. Large-cap ETFs at $2.50 billion, and U.S. Small-cap ETFs at $2.21 billion.
U.S. Credit Update – December 2, 2025
December 2, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – Platinum: The Forgotten Metal
December 1, 2025 | Kylie Leverenz
As of Q3 2025, South Africa had the largest supply of refined platinum at 73.26%, followed by Russia at 11.10%, Zimbabwe at 8.5%, Other 3.6% and North America at 3.52%
Central Bank Update – Uncertainty Continues to Climb
November 7, 2025 | John Kulis
This post utilizes speeches from five Central Banks to examine their outlook on the economy. Note that the most recent data available may vary for each of the Banks.
Inflation Roundup – November 6, 2025
November 6, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Global Supply Chain Update – November 05, 2025
November 5, 2025 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – U.S. Large-Cap ETFs Dominate Inflows
November 4, 2025 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 10/31/2025 were U.S. Large-Cap ETFs at $23.13 billion, Global ETFs at $3.05 billion, and Consumer Cyclical Sectors at $1.84 billion.