The Closer – End of Week Charts – 2/26/21

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!

The Closer – Terror In Treasuries: Rates Markets Have Gone Too Far – 2/25/21

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a deep dive into rates markets reviewing the moves across the Treasury curve, the 7-year note auction, and mortgage hedging.  We also take a look at the relative performance of the belly of the curve and real yields.  Afterward, we recap durable goods and inventory numbers.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Nothing New From Jay, New Homes On The Market, 5y Tail, EIA Fail – 2/24/21

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of Fed Chair Powell’s final day on Capitol Hill and a note on the velocity of money. We follow up with a review of new home sales data out today.  We finish with recaps of today’s 5 year note auction and EIA data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Momentum Failure, Home Price Boom, Manufacturing Peaking? – 2/23/21

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the unusual price action in the Treasury market and the rout of momentum stocks; specifically, we look at the family of ARK Invest ETFs and renewable energy stocks. Turning to macroeconomic data, we review home prices, an update of our Five Fed Composite, and the 2 year note auction.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Tech In Trouble, Rates Go Wild, Job Openings Grinding Higher – 2/22/21

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at investment-grade corporate debt and the relative strength of tech versus small caps.  Staying on the topic of tech stocks, we then provide an update on the technical of Tesla (TSLA), Apple (AAPL), and Facebook (FB). We then take tabs on the market’s pricing of rate hikes. After offering a preview of this week’s Treasury auctions, we review the Conference Board’s Leading Indicator and Indeed job postings.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – End of Week Charts – 2/19/21

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!