Aug 17, 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 glance across several thematic ETFs that have shown signs of breaking down. We then show what happened after past times homebuilder sentiment missed by as wide of a degree as it did today. Next, we show the retailers scheduled to report over the coming weeks before closing out with a recap of today’s industrial production numbers.
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Aug 16, 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 sector weightings and how they have changed this year and beyond. We then provide an update of the Empire Manufacturing report and TIC flows. We close out with a preview of this week’s Treasury auctions.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 13, 2021
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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Aug 12, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s earnings, we show how business applications have looked. Next, we review repo market activity before diving into today’s PPI data. We close with a recap of the 30 year auction.
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Aug 11, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of tonight’s earnings reports and recent lack of volatility, we provide an update of CPI. Next, we show Google Trends scores for COVID tests versus actual case counts on a state level. We then review the historic ten-year auction and EIA petroleum report.
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Aug 10, 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 earnings from Coinbase (COIN) and a handful of other notable stocks. We then delve into the CBO’s forecasted outlays and receipts for the infrastructure bill. Next, we go over housing data from Realtor.com, leveraged loan prices, and consumer survey data out of the New York Fed before closing out with a review of today’s 3 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
