Oct 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight’s report with a look at which currencies have driven the move higher in the dollar and what that move means for the real effective dollar exchange rate and the current account. We then take a look into polling here in the US and consumer sentiment across a variety of indicators.
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Oct 6, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after an update on the big reversal in European natural gas prices, we take a look around the world at global supply-side headwinds including those concerning energy and metal commodities, semis, and logistics. We close out with our weekly review of EIA data.
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Oct 5, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at the back and forth +1% moves for the S&P 500 and how recent moves have impacted valuations. We then delve into today’s trade balance and ISM and Markit data. Next, we look at some transportation data from Apple, Google, and APTA before finishing with a look at stagflation.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 4, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at the drivers of the recent decline in the S&P 500. We then review August mortgage data from Black Knight. After a look into monthly auto sales and today’s durable goods data, we recap the most recent positioning data per last week’s COT report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 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 look at the technical set up for the S&P 500 and its streak of above trend quarter ends. We then take a look at the implications of the recent moves in the dollar, S&P 500, and US Treasuries. Next, we take a look at the performance of sectors based on international exposure. Turning to economic data, we delve into Realtor.com housing figures to round out tonight’s report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 29, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at banks, the dollar, and gold. We then show how bad the iShares Long Term Treasury ETF (TLT) has done and what that means for forward performance. Next, we take a look at betting markets pricing of Jerome Powell re-appointment before updating our Five Fed Manufacturing Composite, metro employment figures, and EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
