Jun 10, 2016
Below is a look at the recent performance of various asset classes using key ETFs tracked by Bespoke on a daily basis. The left side of the matrix is made up mostly of US equity ETFs, while the right side is made up of foreign equity market ETFs, commodity ETFs, and Treasury ETFs. As you’ll notice, there’s a lot more action going on outside of US equities, with big moves lower recently in foreign markets and big moves higher in commodities. France (EWQ), Germany (EWG), Spain (EWP), Italy (EWI), and the UK (EWU) all got crushed this week on Brexit fears, while natural gas (UNG) and silver (SLV) saw the biggest gains of any asset class.
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day free trial to our paid content below.
Have a great weekend!
Jun 3, 2016
Below is a look at the recent performance of various asset classes using key ETFs tracked by Bespoke on a daily basis. While the S&P 500 (SPY) closed the week up 2 basis points, we saw weakness in sectors like Energy, Financials and Telecom, and we saw strength in Consumer Staples, Health Care, Materials and Utilities. Outside of the US, Brazil and China both posted big gains this week, while Italy, Mexico, Spain, Russia and the UK fell. Oil fell as well, while natural gas saw a big move higher. Treasury ETFs rose significantly on Friday following the weak jobs report. They’re now up solidly on a year-to-date basis as well.
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day free trial to our paid content below.
Have a great Memorial Day weekend!
May 27, 2016
The S&P 500 (SPY) posted a nice gain of 2.25% this week, pushing the ETF up to +3.07% YTD. While the Nasdaq 100 (QQQ) gained even more this week at +3.41%, it’s still down 1.57% on the year. Looking at the ten S&P 500 sectors, Technology (XLK) — which had been underperforming recently — came roaring back this week with a gain of 3.25%. As the largest sector of the S&P 500 (20%), big gains for Tech usually mean big gains for the market.
Outside of the US, Brazil (EWZ) was down big with a decline of 4.08%. India (PIN), on the other hand, was up 4.66% — more than any other country ETF in the our asset class performance matrix below. One other country worth pointing out is Canada (EWC). Canada’s market was up 2.4% on the week, and it’s up 4.34% QTD. For the year, Canada has quietly posted a gain of 15.07%. All is well in the North when oil is rallying. The oil ETF (USO) is now up 23.5% quarter to date. Please have a look at this week’s asset class performance matrix below:
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day free trial to our paid content below.
Have a great Memorial Day weekend!
May 20, 2016
The S&P 500 (SPY) gained 36 basis points this week while the Dow (DIA) fell 41 basis points. For the quarter, SPY is down exactly one basis point — it doesn’t get much closer to the flat-line than that! Please have a look at this week’s asset class performance matrix below:
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day free trial to our paid content below.
Have a great weekend!
May 13, 2016
Equity markets across the globe remain in the red both in May and for the second quarter. Year-to-date, the US is still in the green but not by much. Outside of the US, some areas are up (Brazil, Russia, Australia) but most are down. Please have a look at this week’s asset class performance matrix below:
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day free trial to our paid content below.
Have a great weekend!
May 6, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all.
Continue reading this week’s Bespoke Report by starting a 14-day no-obligation free trial to our paid research platform.
Have a great weekend!
