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.
U.S. Credit Update – November 4, 2025
November 4, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – The Overlooked Metals
November 3, 2025 | John Kulis
China will produce approximately 44 million tons of aluminum in 2025. The rest of the world will produce 30 million tons of aluminum in 2025.
Inflation Roundup – October 09, 2025
October 9, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Global Supply Chain Update – October 8, 2025
October 8, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – Global ETFs Lead the Way
October 7, 2025 | John Kulis
The two ETF categories with the largest inflows for the week that ended on 10/3/2025 were Global ETFs at $3.60 billion, and Aggregate Bond ETFs, at $2.86 billion