Apr 19, 2017
On April 9th, airport police at Chicago O’Hare forcibly removed ticketed passenger David Dao from a United Express flight at the direction of United due to an overbooking situation. The incident was recorded on multiple smartphone devices and immediately went viral once it was posted to various social media platforms. The backlash was swift, and it only got worse after United Continental (UAL) CEO Oscar Munoz made comments about the passenger that were seen as unsympathetic.
Through our Bespoke Consumer Pulse unit, Bespoke has been able to quickly measure the impact that the incident is having on United’s reputation and bookings. We immediately began conducting a consumer survey (balanced to US census) following the video’s release, and below are three snapshots highlighting the survey’s results. Awareness of the incident approaches 90% at the $100k+ income level, and more than 50% of those making $100k+ in annual income said it will have a negative impact on their future flight bookings with United.
More than a quarter (26%) of consumers surveyed that had heard about the incident said they “definitely won’t book a flight with United in the future” as a result. That’s a big number!
So which airlines stand to benefit the most from United’s lost passengers? We’ll be sending Bespoke Consumer Pulse clients a report with the answer to that question. Click here to start a 30-day free trial if you’d like to see the report.



Apr 19, 2017
Searching for ways to better understand the fixed income space or looking for actionable ideals in this asset class? Bespoke’s Fixed Income Weekly provides an update on rates and credit every Wednesday. We start off with a fresh piece of analysis driven by what’s in the headlines or driving the market in a given week. We then provide charts of how US Treasury futures and rates are trading, before moving on to a summary of recent fixed income ETF performance, short-term interest rates including money market funds, and a trade idea. We summarize changes and recent developments for a variety of yield curves (UST, bund, Eurodollar, US breakeven inflation and Bespoke’s Global Yield Curve) before finishing with a review of recent UST yield curve changes, spread changes for major credit products and international bonds, and 1 year return profiles for a cross section of the fixed income world.
In this week’s note, we take a look at which states produce the best municipal bond returns. Below we map the 50 states, color-coded by returns. The indices are inclusive of all municipal issuers in each state, not just the state government issuers themselves.

Our Fixed Income Weekly helps investors stay on top of fixed income markets and gain new perspective on the developments in interest rates. You can sign up for a Bespoke research trial below to see this week’s report and everything else Bespoke publishes free for the next two weeks!
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Apr 19, 2017
There’s been little change to the broad trend in the last couple days as South Africa, gold-linked ETFs, bonds, and oil all performing well. The worst performers in the ETF universe we track are still metals and steel-related ETFs: iron ore prices have dropped 30% in the space of less than two months. Banks, semis, and transports are all underperforming as well.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Apr 18, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we recap residential construction data, the Fed’s industrial production report for March, and a rollover in global economic surprise indices.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!