The Closer – EV Beat, New Homes Miss, Five Fed Still Rising – 7/26/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s earnings report including the report of Tesla (TSLA), we delve into new home sales data released this morning.  We also provide an update of our Five Fed composite before closing with a recap of today’s 2 year note auction.

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The Closer – End of Week Charts – 7/23/21

Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke clients, we recap weekly price action in major asset classes, update economic surprise index data for major economies, chart the weekly Commitment of Traders report from the CFTC, and provide our normal nightly update on ETF performance, volume and price movers, and the Bespoke Market Timing Model.  We also take a look at the trend in various developed market FX markets.

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The Closer – Social Media Soars, Godley, Existing Home Inventories Bottom – 7/22/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we first take a look at all of tonight’s earnings reports before showing the new highs for broad commodities and what that means for S&P 500 performance.  After making a note of savings and investment, we then recap today’s existing home sales, leading indicators, and 10 year TIPS auction.

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The Closer – Guidance Raises The Roof, Congress Update, Flows For The Ages – 7/21/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s earnings reports and aggregate earnings data, we provide an update on Federal Reserve appointments and infrastructure negotiations.  We then show how spectacular fund flows have been this year. Next, we show the surprise build in crude inventories followed by a recap of today’s 20 year bond sale.

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The Closer – Turn Around Tuesday, Builder’s Strike – 7/20/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with overviews of tonight’s major earning reports including those of Netflix (NFLX), Chipotle (CMG), Canadian National (CNI), and Interactive Brokers (IBKR) to name a few.  We then show many of the reversals in price action including those of small caps, volatility, Treasuries, and past winners/losers. Turning to economic data, we delve into today’s residential construction numbers and give a look at homebuilder stocks.

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The Closer – COVID Price Action Back, Credit Liquidation, Who’s Buying Bonds? – 7/19/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after a review of tonight’s notable earning reports, we take a look at one of the drivers of today’s price action.  We then pivot over to fixed income markets to show high yield bonds breaking their uptrend and the relationship between equities and credit markets.  We then show Treasury International Capital Systems (TICS) data on who has been buying and selling bonds.  We close out with a preview of this week’s Treasury auctions.

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