Our CoT interactive report allows users to change markets, dates, and measures. ... Read More
An argument can be made that the labor market?s breakeven rate, an estimate of how many jobs the U.S. economy needs to create to keep up with population changes, is nearing zero. If so, cutting rates to stimulate an economy with no excess capacity risks pushing already elevated inflation higher.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
Jim Bianco joins Fox Business to discuss Tariffs, Productivity, the Global Bond Market Rout, Fed Independence, Gold & AI's Impact on the Labor Market with Charles Payne.... Read More
When the payrolls report is released, the attention will be on the number of jobs created in August. The focus should be on the job creation necessary to cover population growth and new entrants into the workforce. Slowing population growth suggests 40k new jobs each month might be enough.... Read More
Home prices are soaring because of a lack of supply. This cannot be fixed with Fed cuts that would presumably lower mortgage rates. What is needed is more supply, but that risks lowering home prices and creating a financial crisis.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
The 2020 recession and financial crisis changed things. This can be seen in the inflation measures, real yields, inflation expectations, and even basic measures of the economy.... Read More
Updating the banking industry's unrealized losses and net interest margins through Q2... Read More
Today's topics include Trump fires Lisa Cook, what does Cook's firing mean for the Fed?, the search for the next Fed chair continues, an eye on the funding markets, Williams comments on the neutral rate, AI's effect on the labor market, Wall Street is now in agreement on the rate cut, and ETFs outnumber individual stocks.... Read More
The post-pandemic labor market has undergone significant and structural changes, beginning with the widespread adoption of remote work, now extending to slowing population growth due to the shutdown of immigration. Consequently, the metrics and interpretations of the labor market have changed. The risk is that the Fed is misjudging the labor market, like they did exactly a year ago, and may ease too aggressively.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
Jim Bianco joins Fox Business to discuss Chairman Powell's speech at Jackson Hole, the Fed's new inflation mandate, whether it is time to buy bonds, and give his stock market outlook and thoughts on the next Fed Chairman with Charles Payne.... Read More
Traders often try to asses what the Fed will do versus what they should do. It appears the Fed will cut rates in September, barring a reversal by Powell this Friday in Jackson Hole. But should they cut rates?... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
Some metrics of mobility in the U.S. have yet to recapture pre-pandemic levels.... Read More
Ellison's wealth has surged in 2025 while Elon Musk's has fallen from its peak. ... Read More
Jim Bianco joins Fox Business to discuss Fiscal Dominance, the Housing Affordability Crisis, Potential Powell Successors & Market Concentration Risk with Charles Payne.... Read More
