Arbor Data Science
Global Supply Chain Update
Weekly Reports • October 5, 2022
Retailers enforcing stricter shipping policies, LNG transport costs skyrocketing, and Nord Stream no longer leaking
Sample Weekly Reports
from Arbor Data Science
Retailers enforcing stricter shipping policies, LNG transport costs skyrocketing, and Nord Stream no longer leaking
US government funds have eclipsed other asset classes drawing 55% of positive flows in the past month. The stock market battering last week was enough for some investors to buy back in sending Large/Mid-cap and Broad Equity funds'...
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Commodities moved downward modestly last week as USD strength weighed on the value of raw materials. Energy sector commodities gained due to rumors that OPEC+ is set to reduce oil production next week. Nickel suffered the most...
Fair Value Models, News Sentiment, Search Trends
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and Search Trends
Overall Sentiment, Mandates, Passivity, Agreement, Uncertainty
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Rich/Cheap, Credit ETF Flows, and Issuance Recap