Commodity Rally Update – July 13, 2021

One of the most significant news stories in the past week was the OPEC meeting late last week. OPEC members Saudi Arabia and the United Arab Emirates were unable to agree after the UAE partially objected to the new proposed production agreement. There are currently no plans for OPEC to reconvene and resume negotiations in the near future but we will continue to be vigilant for any signs of a deal.  


Inflation Roundup – Global Inflation Expectations Rollover

We have begun to see signs supply chain bottlenecks are abating, but this will be a long road extending into mid-2022. OER will take some time to reflect surging rents, meaning the onus will be on commodities and consumer demand this summer. For now, consumers have tempered spending intentions.


US Credit Update – July 7, 2021

Sector Performance Recap, Industry Total Returns and Spread Performance, Reported Data and Real-Time Indicators, Scenario Analysis, Weekly Feature – The Impact of Ending Enhanced Federal UI Benefits, Issuance Recap


Investor Flows – Buy Big, Sell Small

On a rolling one-month basis, investors have sent 77 cents of every dollar into equities. Longer-duration governments have caught some wind along with aggregate bond strategies.


Inflation Roundup Special Edition: Housing and Rents

Rents have been a missing piece of the inflation puzzle, but this is changing heading into the summer months. Read the complete Inflation Roundup for details and listen to the latest Talking Data on this special topic.


US Credit Update – June 01, 2021

Sector Performance Recap, Industry Total Returns and Spread Performance, Reported Data and Real-Time Indicators, Scenario Analysis, and More