Financial News
What We’re Reading
February 10, 2026
Commentary & analysis of selected stories on February 10, 2026
Commentary & analysis of selected stories on February 10, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on February 9, 2026
A replay of our February 4, 2026 conference call.
Japanese yields have gone vertical and the yen's appreciation might have been the cause of January's market moves.
Commentary & analysis of selected stories on February 5, 2026
We have a new nominee for Fed chair, a falling dollar and GDP potentially growing by more than 5%. Through all this, bonds continue to trade sideways with volatility at multi-year lows. How much longer can this last?
Commentary & analysis of selected stories on February 4, 2026