Commodities Update – A Comeback for Coal?
May 4, 2026 | Tyler Lu
With the current Iran war and disruptions through the Strait of Hormuz, more countries may begin pivoting to coal as oil and natural gas becomes increasingly more expensive to procure
Inflation Roundup – April 09, 2026
April 9, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Global Supply Chain Update – A Few Crossings Through the Strait of...
April 8, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Investor Flows – U.S. Large-Cap ETFs Continue to Dominate
April 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 04/02/2026 were U.S. Large Cap ETFs at $4.70 billion, Government Bond ETFs at $3.08 billion, and U.S. Broad Equity ETFs at $1.93 billion.
U.S. Credit Update – April 07, 2026
April 7, 2026 | John Kulis
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
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.