Dec 1, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off tonight with a look at past times the S&P 500 has seen similar price action to the past few days. We follow up with an update of some interesting findings from our Consumer Pulse data. We then take a look at PMIs from Markit and ISM followed by a look at yield curves. We finish with our weekly recap of EIA data.
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Nov 30, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s Fed speak and its implications across markets. Next, we show the new 52-week low in the ratio of the Russell 2,000 to S&P 500 before pivoting to consumer confidence data. We also update Case-Shiller home prices and finish with an update of our asset class performance matrix for the month of November.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 29, 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 performance of stocks tied to the pandemic including a decile breakdown of the S&P 500 based on performance during the COVID Crash. We then take a look at performance after rebounds that follow big reversals. After an update of our Five Fed Manufacturing Composite, we finish with a look at weekly Commitment of Traders data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 24, 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 P/E ratios at times in the past decade that yields have been rising. We then show the recent performance of cloud computing stocks. Next, we go over the busy day of economic data including GDP, inventories, new home sales, and EIA stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 23, 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 which Treasuries are cheap relative to other parts of the curve followed by a dive into oil markets. We then review the happenings regarding the Turkish Lira. We then update our Five Fed Manufacturing Composite and the preliminary Markit PMI readings followed by a recap of the last Treasury auction for November.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 22, 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 our thoughts on the Fed Chair reappointment followed by a look at this week’s Treasury auctions. Next, we recap today’s home sales data and consumer sentiment data. Afterward, we turn to a look at which Russell 1,000 stocks hit new highs today. We close out with an update of the most recent COT data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
