Inflation Roundup – September 17, 2026
September 17, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – September 16, 2026
September 16, 2026 | Alisa Avrukh
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Investor Flows – Government Bonds Back on Top
September 15, 2026 | Alisa Avrukh
The three ETF categories with the largest inflows for the week that ended on 9/11/2026 were Government Bond ETFs at $3.06 billion, Global ETFs at $2.11 billion, and U.S. Small-cap ETFs at $1.99 billion.
U.S. Credit Update – September 15, 2026
September 15, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – Central Banks’ Persistent Demand for Gold
September 14, 2026 | John Kulis
Could sustained demand from central banks and government institutions provide legs for gold’s rally?
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