The Closer – Onshoring, Meat Miss, Productivity Pickup, Polarization, And Jobs – 5/6/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after an earnings recap, we provide an update of quarterly data on labor costs and output. Next, we take a look at GBPUSD and the dynamic of consumer comfort among Republicans and Democrats.  Ahead of tomorrow’s NFP report, we close out with a look into job postings data.

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The Closer – Lots of Potential Pain Under The Surface Despite PMI Explosion – 5/5/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, starting out with a recap of tonight’s earnings, we then provide a technical update on a range of formerly hot stocks and ETFs. Next, we review today’s Markit and ISM readings on the service sector before looking at how lumber prices are impacting the cost of framing a home. We close out with a look into the historically narrow deficit in net exports of crude oil as per today’s EIA data.

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The Closer – Fed Independence Under Fire Once Again…Or Is It? – 5/4/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after some thoughts on Treasury Secretary Yellen’s comments today regarding rising interest rates, we recap tonight’s earning reports. Turning to macro data, we review today’s release of the trade balance and agriculture prices.  We also provide an update on delinquency rates before closing out with a look at the divergence in the performance of the Philadelphia Semiconductor index and the Dow Transports.

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The Closer – Earnings Keep Crushing It, ISM Disappoints, Construction Details – 5/3/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we start out with a review of tonight’s earnings reports and how they relate to some pandemic themes.  Next, we show how earnings results have stacked up to the past.  We then show how value is beginning to outperform while the 10-year TIPS rallies and flows have resumed into renewable funds. Afterward, we recap today’s ISM, construction spending, and mortgage delinquencies, and remittance data.

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The Closer – End of Week Charts – 4/30/21

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 – NIPA Nuances, Auto Parts Take The Wheel – 4/29/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after reviewing the major earnings reports from the likes of Amazon (AMZN) and Twitter (TWTR), we delve into today’s GDP numbers with a breakdown of what drove the +6.4% QoQ annualized print. We then review the performance of auto adjacent stocks.

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