Focused Research
Cot Commentary: Largest Net Long Position For the Yen
March 3, 2025
The Commitment of Traders report gauges positioning changes among different types of market participants.
Search
Found 40599 Results
Page 102 of 3384Newsclips
Quick Comments/What We’re Reading
March 3, 2025
Today's topics include Mag 7 takes a tumble, when will inflation reach 2%?, understanding the U.S. trade deficit, about GDPnow's massive Q1 decline, breaking down government spending, credit spreads widening, U.S. stocks are lagging, and EU defense spending
Newsclips
Cartoons
March 3, 2025
Focused Research
Monthly Fund Flows – Retail Crowd Warming Up to Prime Money Market Funds Again
February 28, 2025
While the majority of money market fund assets remain in government funds, the retail crowd has started reaching for yield once again in prime funds.
Newsclips
Quick Comments/What We’re Reading
February 28, 2025
Today's topics include economic uncertainty has risen dramatically, corporate spreads, more on tariffs, new home sales, dissecting the reasons behind market corrections, margin debt record as investors continue to add risk despite uncertainty, falling fees, will DOGE spark a Fed cut?, and active versus passive
Newsclips
Cartoons
February 28, 2025
Charts of the Week
Mind Those Roll Yields
February 28, 2025
Traders who made a bet on natural gas in the futures market over the past year had to pay a hefty price to roll contracts each month.
Charts of the Week
Debt Ceiling Update
February 28, 2025
The debt ceiling was reached on January 1. The Treasury has various techniques to keep the government funded until July/August before a technical default is possible.
Charts of the Week
Still Not a Stock Picker’s Paradise
February 28, 2025
Only 41% of the stocks in the S&P 500 beat the index's return over the past year, among the lowest percentages in at least four decades.
Charts of the Week
The Dollar Accounts for More Than Half of All SWIFT Traffic
February 28, 2025
The dollar now accounts for more than half of all SWIFT traffic globally.
Charts of the Week
The Fed’s Footprint in the Bond Market
February 28, 2025
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Charts of the Week
Profiling Risk Assets in 2025
February 28, 2025
Since election day, the equity rally has stalled as investors become accustomed to a new paradigm of political uncertainty.