According to the International Trade Administration there were approximately 500,000 fewer air passenger arrivals into the U.S. in March 2025, compared to the same month last year.
Prior to Liberation day, U.S. Agricultural Exports in 2025 were below 2024 levels and also below the average in recent years (2021 - 2024).
Coffee had the highest YTD return at 23.73%, followed by Soybean Oil at 19.87% and Gold at 19.70%.
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
The top two movers of the week were U.S. Large-cap ETFs and U.S. Mid-cap ETFs for the week ended on 4/04/25.
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Tin had the highest YTD return at 26.38%, followed by Natural Gas at 24.53% and Coffee at 16.58%.