Focused Research
CoT Commentary: Money Managers Net Short WTI Crude
August 25, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include to cut or not to cut, where should rates trade?, the Fed updates its policy on inflation targeting, could demographics support 250% debt to GDP?, CBO raises its estimate of tariff revenue, wealth by generation, and stablecoins & politics.
Rate cuts incoming
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.
Today's topics include the Jackson Hole schedule, what should Powell say?, why all the Cook drama?, balancing the Fed's dual mandate, U.S. travel, and AI coming for stock pickers
Today's topics include the FOMC minutes show officials still worried about inflation, the politics behind the accusations against Lisa Cook, previewing Jackson Hole, the relationship between deficits & GDP growth, the big mac index, a dark horse for Powell's replacement?, yields on the rise, and buy the momentum dip
Today's topics include lower short rates do not guarantee lower long rates, what to look for in today's Fed minutes, a new era of fiscal dominance, the latest tariff headlines, more on Bessent's "models", foreign-born vs. native-born labor market, and stablecoins could be another source of demand for T-bills
Through Monday, 456 companies have reported 2nd quarter earnings. At an annualized quarterly growth rate of 10.53%, the feared earnings slowdown did not materialize as expected.
Today's topics include more "wait & see" at Jackson Hole?, ranking countries' inflation problems, explaining divergent retail sales & jobs data, global yields on the rise, stock market concentration, S&P sees tariff revenue offsetting fiscal problems, and companies relying on crypto Treasuries as a business model.