The Closer – End of Week Charts – 7/30/21

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!

The Closer – Amazon Misses, Infrastructure Week, Labor Share, 7y Note Sale – 7/29/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight by taking a look at the earnings reports of Amazon (AMZN), Pinterest (PINS), FirstSolar (FLSR), Mohawk (MHK), and Texas Roadhouse (TXRH). We then go over some details of the infrastrucutre bill before highlighting labor share of income data from today’s GDP report.  We then show how the momentum trade has done before closing out with a recap of today’s 7 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!

The Closer – Big F Earnings, Fed Halts Taper Speculation, Flow Show – 7/28/21

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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 and the details of today’s monetary policy happenings, we take a look at ETF and mutual fund flows.  We then review today’s wholesale inventory numbers 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!

The Closer – Big Tech Crushes Again, Steady Streaks, Consumer Confidence – 7/27/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of a heavy slate of major earnings reports.  We then show the impressive streak that the S&P 500 has been on without a 5% pullback.  We then review today’s Consumer Confidence and preliminary durable goods numbers before closing with a recap of today’s 5-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!

The Closer – EV Beat, New Homes Miss, Five Fed Still Rising – 7/26/21

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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 report including the report of Tesla (TSLA), we delve into new home sales data released this morning.  We also provide an update of our Five Fed composite before closing with a recap of today’s 2 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!

The Closer – End of Week Charts – 7/23/21

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!