Tag Archives: Markets

August 22, 2025

Markets

Jim Bianco: Is inflation going to cooperate, or are we going to see a repeat of last year?
Bespoke Commentary

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

Markets

Interactive CoT Report
Posted By Alex Malitas | COT Update

Our CoT interactive report allows users to change markets, dates, and measures. ... Read More

August 21, 2025

Markets

Conference Call Replay – Should the Fed Cut Rates?
Bespoke Commentary

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

August 18, 2025

Markets

CoT Commentary: Selling Vol Into the Rally
Posted By Alex Malitas | Featured, Newsclips

The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More

August 15, 2025

Markets

The Housing Affordability Problem
Posted By Jim Bianco | Charts of the Week

Bad and getting worse... Read More

Markets

A Look at American Mobility
Posted By Jim Bianco | Charts of the Week

Some metrics of mobility in the U.S. have yet to recapture pre-pandemic levels.... Read More

Markets

Larry Ellison Becomes Second Richest Person
Posted By Alex Malitas | Charts of the Week

Ellison's wealth has surged in 2025 while Elon Musk's has fallen from its peak. ... Read More

August 13, 2025

Markets

Jim Bianco: Only 7 stocks are driving the boat right now, and your fortunes are tied with them
Bespoke Commentary

Jim Bianco joins Fox Business to discuss Fiscal Dominance, the Housing Affordability Crisis, Potential Powell Successors & Market Concentration Risk with Charles Payne.... Read More

Markets

Jim Bianco: A Fed rate cut could lead to bad news for Big Tech stocks
Bespoke Commentary

Investors are looking for an interest rate cut ? but the market may not respond as expected when it comes.... Read More

August 11, 2025

Markets

CoT Commentary: Turnaround in Yen Holdings
Posted By Alex Malitas | Newsclips

The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More

August 5, 2025

Markets

Jim Bianco: Who’s the big power player in the US market? It’s millions of retail traders
Bespoke Commentary

Jim Bianco joins Bloomberg Asia to discuss the US Economy, Tariffs, Fed Policy, Retail Traders, the Budget Deficit & the Bond Market with Haslinda Amin.... Read More

August 4, 2025

Markets

Jim Bianco explains Fiscal Dominance & Why Rate Cuts Fail with Charles Payne
Bespoke Commentary

Jim Bianco joins Fox Business to discuss an overhaul of economic data collection, fiscal dominance & why rate cuts fail with Charles Payne.... Read More

Markets

Are Weak Payrolls Due to Falling Population Growth?
Posted By Jim Bianco | Featured, Newsclips

Slowing payrolls and massive revisions might have more to do with collapsing population growth than a slowing economy. This is because the border is closed. Cutting rates to stimulate job growth will only lead to more inflation and exacerbate the problem.... Read More

Markets

CoT Commentary: Bullish Positioning on Both Live & Feeder Cattle
Posted By Alex Malitas | Newsclips

The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More

August 1, 2025

Markets

Conference Call Replay – Assessing The Economy and Markets After This Week
Bespoke Commentary

This week, everything aligns, and we get a deluge of data (GDP, Payrolls, ISM, etc.), central bank meetings (The Fed on Wednesday, in addition to the Bank of Canada and Japan), announcements (the quarterly refunding announcement), and earnings (including Apple and Microsoft). Join us as we assess the data and how/if it changed anything.... Read More

July 30, 2025

Markets

This is going to be the last quiet meeting, September is going to be a much different ballgame
Bespoke Commentary

Jim Bianco joins Bloomberg to react to today's FOMC Statement with Jonathan Ferro, Lisa Abramowicz, Tom Keene and Bob Michele.... Read More

July 28, 2025

Markets

CoT Commentary: Ultra Long Treasury Positions
Posted By Alex Malitas | Featured, Newsclips

The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More

July 25, 2025

Markets

Trump “Truths” About The Fed
Posted By Jim Bianco | Charts of the Week

Trump's social media account provides an unfiltered glimpse into his thought process. This makes it a valuable tool. We examine his "Truths" posted on Truth Social with an emphasis on his Fed related Posts.... Read More

Markets

Realized Versus Implied Volatility in 2025
Charts of the Week

Both equity and bond markets have been rather calm the past few months, coming off the Liberation Day chaos. Traders are increasingly anticipating volatility to pick up in the future. ... Read More

July 23, 2025

Markets

Jim Bianco: Wall Street doesn’t understand this market rally, because they’re not retail investors
Bespoke Commentary

Jim Bianco joins Fox Business to discuss trade deal clarity, the power of retail investors, potential EU/China trade deals, bond yields in a holding pattern, and sector rotation within the market rally with Charles Payne.... Read More

Interactive CoT Report Posted By Alex Malitas | COT Update

CoT Commentary: Selling Vol Into the Rally Posted By Alex Malitas | Featured, Newsclips

The Housing Affordability Problem Posted By Jim Bianco | Charts of the Week

A Look at American Mobility Posted By Jim Bianco | Charts of the Week

Larry Ellison Becomes Second Richest Person Posted By Alex Malitas | Charts of the Week

CoT Commentary: Turnaround in Yen Holdings Posted By Alex Malitas | Newsclips

Are Weak Payrolls Due to Falling Population Growth? Posted By Jim Bianco | Featured, Newsclips

CoT Commentary: Bullish Positioning on Both Live & Feeder Cattle Posted By Alex Malitas | Newsclips

CoT Commentary: Ultra Long Treasury Positions Posted By Alex Malitas | Featured, Newsclips

Trump “Truths” About The Fed Posted By Jim Bianco | Charts of the Week

Interactive CoT Report
Posted By Alex Malitas | COT Update

CoT Commentary: Selling Vol Into the Rally
Posted By Alex Malitas | Featured, Newsclips

The Housing Affordability Problem
Posted By Jim Bianco | Charts of the Week

A Look at American Mobility
Posted By Jim Bianco | Charts of the Week

Larry Ellison Becomes Second Richest Person
Posted By Alex Malitas | Charts of the Week

CoT Commentary: Turnaround in Yen Holdings
Posted By Alex Malitas | Newsclips

Are Weak Payrolls Due to Falling Population Growth?
Posted By Jim Bianco | Featured, Newsclips

CoT Commentary: Bullish Positioning on Both Live & Feeder Cattle
Posted By Alex Malitas | Newsclips

CoT Commentary: Ultra Long Treasury Positions
Posted By Alex Malitas | Featured, Newsclips

Trump “Truths” About The Fed
Posted By Jim Bianco | Charts of the Week