Inflation Roundup – May 11, 2023

May 11, 2023  |  Anthony Rizzo

Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown

Investor Flows

Investor Flows – Risk-On Trade Reignites

May 9, 2023  |  Anthony Rizzo

Large-cap equity ETFs had major inflows last week in a sudden trend reversal. About $7.25 billion poured into ETFs like SPY and QQQ, while flows to other asset classes languished....


US Credit Update – May 9, 2023

May 9, 2023  |  Anthony Rizzo

Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, and Issuance Recap


Commodities Update – May 8th, 2023

May 8, 2023  |  Eric Edison

Commodities fell 1.42% throughout the week, with most losses concentrated in the energy sector. Natural gas, WTI crude, and Brent crude fell 9.87%, 7.36%, and 6.67%, respectively,...