Inflation Roundup – May 7, 2026
May 7, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – An Eye on Imports and Exports
May 6, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – U.S. Large-Cap Back on Top
May 5, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 5/1/2026 were U.S. Large-cap ETFs at $20.46 billion, U.S. Small-cap ETFs at $3.27 billion, and Aggregate Bond ETFs at $2.79 billion.
U.S. Credit Update – May 5, 2026
May 5, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – A Comeback for Coal?
May 4, 2026 | Tyler Lu
With the current Iran war and disruptions through the Strait of Hormuz, more countries may begin pivoting to coal as oil and natural gas becomes increasingly more expensive to procure
Inflation Roundup – April 09, 2026
April 9, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – A Few Crossings Through the Strait of...
April 8, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – U.S. Large-Cap ETFs Continue to Dominate
April 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 04/02/2026 were U.S. Large Cap ETFs at $4.70 billion, Government Bond ETFs at $3.08 billion, and U.S. Broad Equity ETFs at $1.93 billion.
U.S. Credit Update – April 07, 2026
April 7, 2026 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap