Dec 13, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight with a look at some technical patterns for the S&P 500, Energy, and Technology. We then take a look at earnings estimates and port traffic. We follow up with a review of some agricultural data then a recap of today’s Survey of Consumer Expectations out of the New York Fed. We finish with a review of last Friday’s Commitment of Traders report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 9, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by checking in on pandemic era stocks as well as automakers. We then delve into today’s terrible 30 year reopening followed by a look at rents ahead of tomorrow’s CPI print. We then take a deep dive into the Fed’s quarterly Z.1 report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 8, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at volatility and valuations followed by a recap of central bank happenings in Canada and Brazil. We then review today’s 10 year reopening and EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the latest news on the Omicron front followed by a look at intraday price action over the past two days. Next, we show how oversold bounces have been driving equities. We follow up with a recap data on the trade balance, job postings, and Treasury auctions.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 6, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at what have been the best and worst-performing quant factors this year. We then provide an update of our Fedspeak Monitor Index followed by a look at GDP via the Atlanta Fed’s GDPNow tracker. Next, we recap the latest mortgage delinquency and forbearance data from Black Knight, preview this week’s upcoming Treasury auctions, and finish with a recap of COT data from the CFTC.
As a sample, below is one of many charts in tonight’s Closer. This chart highlights Bespoke’s Fedspeak Monitor, which keeps a running track of what FOMC officials are saying publicly. Higher readings indicate more hawkishness, and recently we’ve seen the Fed turn dramatically hawkish relative to most other periods over the last few years. (Subscribers can track our Fedspeak Monitor on a regular basis on our website.)
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 2, 2021
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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 losses in the ARK Invest ETFs and natural gas. We then provide a note on crude oil production followed by a look at price action in rates markets. We then provide an explanation for week consumer confidence numbers before pivoting to stock market sentiment.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
