Aug 9, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off tonight with a recap of tonight’s earnings reports and a quick note on crypto legislation. We then show just how severe the two-day rout has been for gold before pivoting over to JOLTS data. We close out tonight with a preview of this week’s Treasury auctions.

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Aug 6, 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 5, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after our usual nightly recap of tonight’s earnings reports, we show the pace of record highs over in Europe. We then take a deep dive into today’s trade balance data. We finish with a look at the various indices tracking consumer sentiment.

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Aug 4, 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 rundown of tonight’s earnings reports before highlighting some distinctions between different PMI readings. Next, we take a look at Fed speak and the talk of tapering. We then delve into auto sales and EIA data.

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Aug 3, 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 review of tonight’s major earnings reports. We then take a peek at the accelerating rollout of renewables in the US. Afterward, we take an in-depth dive into today’s release of the New York Fed’s Q2 household debt data.

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Aug 2, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a recap of tonight’s major earning reports before taking a look at the moves in real rates, breadth, and crack spreads. Next, we dive into today’s Senior Loan Officer Outlook Survey (SLOOS) data. We finish with an update of the most recent update of delinquency data for the month of June.

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