The Closer: End of Week Charts — 5/29/20

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!

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The Closer – Big Breadth, Improving Data – 5/28/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we show a range of indicators reflecting the strength of equities recently. Turning to macroeconomic data, we go over today’s durable goods numbers and what high frequency indicators are signaling for growth . Next, we review today’s GDP data including updated figures on wages and salaries. We close out tonight’s note with our weekly recap of EIA petroleum data and today’s 7 year note auction weekly fund flows.

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The Closer – Vol High, Busted Beige, Fund Flows – 5/27/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at how positioning in options markets is still defensive before showing the massive decline in our Beige Book index. Then we review the pick up in the Texas services sector. We also review the streak that mortgage refinancing applications is on and how today’s 5 year Treasury auction went, before closing with weekly fund flows.

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The Closer – Measuring Movement, World Trade Collapse, Auction Announcement – 5/26/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at social distancing data before pivoting over to trade volumes for March.  Next, we review global industrial production. We then update our Five Fed manufacturing composite with the addition of the Dallas Fed.  We also show some specific questions related to COVID-19 that the Dallas Fed included in this month’s survey.  We close out tonight with a new feature regarding Treasury auctions.

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 — 5/22/20

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 – Industrial Outperformance, Data Details – 5/21/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at industrials which are beginning to outperform after months of underperformance.  We then show how jobless claims may be understated before pivoting over to some other high frequency data.  Turning to the housing market, we update existing home sales and delinquency and foreclosure rates before finishing with an update on our Five Fed composite.

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