Jul 22, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we first take a look at all of tonight’s earnings reports before showing the new highs for broad commodities and what that means for S&P 500 performance. After making a note of savings and investment, we then recap today’s existing home sales, leading indicators, and 10 year TIPS auction.
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Jul 21, 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 reports and aggregate earnings data, we provide an update on Federal Reserve appointments and infrastructure negotiations. We then show how spectacular fund flows have been this year. Next, we show the surprise build in crude inventories followed by a recap of today’s 20 year bond sale.
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Jul 20, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with overviews of tonight’s major earning reports including those of Netflix (NFLX), Chipotle (CMG), Canadian National (CNI), and Interactive Brokers (IBKR) to name a few. We then show many of the reversals in price action including those of small caps, volatility, Treasuries, and past winners/losers. Turning to economic data, we delve into today’s residential construction numbers and give a look at homebuilder stocks.
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Jul 19, 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 notable earning reports, we take a look at one of the drivers of today’s price action. We then pivot over to fixed income markets to show high yield bonds breaking their uptrend and the relationship between equities and credit markets. We then show Treasury International Capital Systems (TICS) data on who has been buying and selling bonds. We close out with a preview of this week’s Treasury auctions.
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Jul 16, 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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Jul 15, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after taking a look at what Powell said in front of the Senate Banking Committee today, we recap all of tonight’s notable earnings reports. We then show the similarities in the trading patterns of EM and small caps before looking at bond market inflation pricing and the crypto market cap. Turning to manufacturing data, we review industrial production and regional Fed indices. We close with a look at home prices from Zillow).
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