Inflation Roundup – June 5, 2025
June 5, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Global Supply Chain Update – June 04, 2025
June 4, 2025 | Kristen Radosh
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – Global ETFs Jump into the Lead
June 3, 2025 | John Kulis
The top two movers of the week were U.S. Large-cap ETFs and Government ETFs for the week ended on 5/30/25.
U.S. Credit Update – June 03, 2025
June 3, 2025 | Kylie Leverenz
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – June 2, 2025
June 2, 2025 | John Kulis
Gold had the highest YTD return at 21.20%, followed by Soybean Oil at 15.05% and Copper at 14.20%.
Inflation Roundup – May 8, 2025
May 8, 2025 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Tracking Wealth Around the World
May 7, 2025 | Kylie Leverenz
The chart below highlights the top 5 wealthiest individuals in the world as of 5/05/25.
Global Supply Chain Update – May 7, 2025
May 7, 2025 | Gus Handler
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
The Homebuilder View
May 6, 2025 | Sam Rines
Everything was going great. Then it wasn't. That is the easiest way to describe the homebuilders.