Jan 3, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the seasonality of several quantitative factors before pivoting over to some thoughts on COVID case counts. We then delve into today’s construction spending numbers followed by reviews of PMIs, job postings, and COT positioning data.
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Dec 30, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by checking in on where yield curves are finishing the year at and the currencies that have outperformed the US dollar. Next, we show how buying the dip of emerging market ETFs has played out After reviewing the MNI Chicago PMI we check in on Bitcoin and its seasonality.
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Dec 29, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update of the past year’s hottest trades like SPACs, clean energy, and the ARK Invest universe. We then delve into the Chicago Fed’s monthly GDP estimates and advanced November economic indicators. We finish with reviews of the last EIA print and Treasury auction of the year.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 28, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, tonight we begin with a decile breakdown of recent price action followed by a look at breadth in terms of new highs. We then recap today’s economic data including a final update of our Five Fed Manufacturing composite and home prices. We finish with a recap of today’s 5 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 27, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the historical trends during the final days of the year followed by a recap of today’s tailing 2 year note auction. We then update our Five Fed Manufacturing Composite with a review of the special questions of today’s Dallas Fed survey.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 23, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we look begin with a look into the price hurdle rate for new US oil drilling and then dive into the relationship between tech’s outperformance and US 10 year TIPS. Next, we transition to consumer spending data and new home sales. We conclude with an analysis on orders & inventories.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
