Inflation Roundup – February 9, 2023

February 9, 2023  |  Anthony Rizzo

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

Investor Flows

Investor Flows – Market Goes Risk-On

February 7, 2023  |  Anthony Rizzo

Equity flows have not yet recovered on a rolling one-month basis despite recent gains in the stock market. Last week, however, small, mid, and large cap funds did see inflows to th...


US Credit Update – February 7, 2023

February 7, 2023  |  Anthony Rizzo

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


Commodities Update – Energy Loses Big

February 6, 2023  |  Grayson Miller

Over the course of last week, commodities fell 4.1%, with natural gas and oil having the largest decreases, continuing last week's trend of investors swapping commodities for equit...