Thinking in Markets

S1E194 - Why Positioning Transparency Matters More Than It Looks


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Michelle and Vox unpack the CFTC's proposal to revisit the frequency and content of Commitments of Traders reports. Listeners will learn why raw open interest and trader-category positioning are different signals, and how more frequent reporting could change the way investors read Treasuries, commodities, currencies, equity futures, and volatility.

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Thinking in MarketsBy Vox