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
U.S. Credit Update – July 7, 2026
July 7, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – Crop Check: Knee High by the 4th of July?
July 6, 2026 | John Kulis
On 6/25/2026, President Trump announced that he would ask Congress for $11.1 billion of aid for U.S. farmers
Inflation Roundup – June 11, 2026
June 11, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – Transporting Goods Gets More...
June 10, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – U.S. Large Cap Stays on Top
June 9, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 6/5/2026 were U.S. Large-cap ETFs at $13.31 billion, U.S. Broad Equity at $3.46 billion, and Aggregate Bond ETFs at $1.73 billion