Inflation Roundup – August 6, 2026
August 6, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – The Rhine is Running Dry
August 5, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Investor Flows – Semiconductor ETFs Attract Inflows
August 4, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 7/31/2026 were Consumer Cyclical Sectors ETFs at $11.81 billion, Global ETFs at $7.80 billion, and Aggregate Bond ETFs at $1.78 billion.
U.S. Credit Update – August 4, 2026
August 4, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – Coal Consumption Continues to Fall in the U.S.
August 3, 2026 | Tyler Lu
Are there any winners in the coal sector?
Inflation Roundup – July 9, 2026
July 9, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Why Chipmakers Win, While Hyperscalers Spend
July 8, 2026 | Petr Pinkhasov
Hyperscaler capex is the demand line for the semiconductor industry, and the market is pricing the two sides of that transaction very differently
Global Supply Chain Update – U.S. Trucking Rates Keep Rising
July 8, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Investor Flows – Consumer Cyclical’s Cycle To The Top
July 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 7/2/2026 were Consumer Cyclical Sector ETFs at $5.35 billion, Inv Grade ETFs at $3.31 billion, and Global ETFs at $3.21 billion