Commodities Update – The LNG Squeeze
April 6, 2026 | John Kulis
The spread between Asian Liquefied Natural Gas (LNG) futures and U.S. LNG futures has surged over the past month.
Commodities Update – A Strong Start to 2026
March 23, 2026 | John Kulis
Through the first 57 trading days of the year, the Bloomberg Commodity Index had a total return of 18.76%
Inflation Roundup – March 05, 2026
March 5, 2026 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – Special Edition: Strait of Hormuz
March 4, 2026 | Kylie Leverenz
Of the total global flows through the Strait of Hormuz, sulfur led at 44%, while urea and ammonia represented 31% and 18%, respectively.
Investor Flows – Global ETFs Take the Lead Before Operation Epic...
March 3, 2026 | Kylie Leverenz
The three ETF categories with the largest inflows for the week that ended on 02/27/2026 were Global ETFs at $14.20 billion, Precious Metal ETFs at $4.87 billion, and U.S. Large Cap ETFs at $3.69 billion.
U.S. Credit Update – March 03, 2026
March 3, 2026 | Kylie Leverenz
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Global Supply Chain Update – Decreased Container Volume at the Ports...
February 11, 2026 | Kylie Leverenz
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Inflation Roundup – February 05, 2026
February 5, 2026 | Kylie Leverenz
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Investor Flows – Global ETFs Stay on Top
February 3, 2026 | Kylie Leverenz
The three ETF categories with the largest inflows for the week that ended on 01/30/2026 were Global ETFs at $9.74 billion, U.S. Large-cap ETFs at $7.75 billion, and Consumer Cyclical Sectors ETFs at $4.49 billion