U.S. Credit Update – November 4, 2025
November 4, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – The Overlooked Metals
November 3, 2025 | John Kulis
China will produce approximately 44 million tons of aluminum in 2025. The rest of the world will produce 30 million tons of aluminum in 2025.
Inflation Roundup – October 09, 2025
October 9, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Global Supply Chain Update – October 8, 2025
October 8, 2025 | John Kulis
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – Global ETFs Lead the Way
October 7, 2025 | John Kulis
The two ETF categories with the largest inflows for the week that ended on 10/3/2025 were Global ETFs at $3.60 billion, and Aggregate Bond ETFs, at $2.86 billion
U.S. Credit Update – October 7, 2025
October 7, 2025 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities Update – Lithium in the Limelight
October 6, 2025 | John Kulis
According to estimates from the U.S. Geological Survey publish in January 2025, Australia produced approximately 88,000 metric tons of lithium in 2024.
Inflation Roundup – September 11, 2025
September 11, 2025 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Global Supply Chain Update – September 10, 2025
September 10, 2025 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.