Inflation Roundup – May 8, 2025
May 8, 2025 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Tracking Wealth Around the World
May 7, 2025 | Kylie Leverenz
The chart below highlights the top 5 wealthiest individuals in the world as of 5/05/25.
Global Supply Chain Update – May 7, 2025
May 7, 2025 | Gus Handler
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
The Homebuilder View
May 6, 2025 | Sam Rines
Everything was going great. Then it wasn't. That is the easiest way to describe the homebuilders.
Investor Flows – Global ETFs Continue to Lead the Way
May 6, 2025 | Kristen Radosh
The top two movers of the week were U.S. Mortgage-Backed ETFs and U.S. Large Cap ETFs for the week ended on 5/02/25.
U.S. Credit Update – May 6, 2025
May 6, 2025 | Gus Handler
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Travel Woes…The Decline in International Travel to the U.S.
May 5, 2025 | Kristen Radosh
According to the International Trade Administration there were approximately 500,000 fewer air passenger arrivals into the U.S. in March 2025, compared to the same month last year.
Examining U.S. Agriculture Imports and Exports
May 5, 2025 | Kylie Leverenz
Prior to Liberation day, U.S. Agricultural Exports in 2025 were below 2024 levels and also below the average in recent years (2021 - 2024).
Commodities Update – May 5, 2025
May 5, 2025 | Gus Handler
Coffee had the highest YTD return at 23.73%, followed by Soybean Oil at 19.87% and Gold at 19.70%.