Jul 6, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the rotation among various themes for equity markets and the reversals in commodities. Next, we show some details from today’s Markit and ISM releases. We then look at economic surprises and bond market price action.
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Jul 2, 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 1, 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 ARKK flows and the action in USDCAD and USDJPY. Next, we provide an update on repo markets before pivoting over to a look at the release of Robinhood’s S-1. We then look at today’s PMIs, construction spending, and initial jobless claim data.
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Jun 30, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a note on commodities like crude oil’s backwardation, we update on today’s EIA data. Next, we review pending home sales and the MNI Chicago PMI. Turning to agriculture, we show acreage for major crops in the US. We close out with a look at recent IPO activity.
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Jun 29, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off by showing how Tech stocks are running hot before pivoting over to a look at emerging markets. We then delve into two big economics questions related to transitory inflation and when jobs growth will kick back into high gear. We then provide a look into recent consumer sentiment data with a particular look under the hood of today’s release from the Conference Board. We finish by reviewing today’s home price data.
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Jun 28, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out by taking a look at credit and crack spreads before making a quick note on the Russell 2000. Next, we review volatility markets before delving into how rents could impact PCE. Afterward, we update our Five Fed Manufacturing Composite with the addition of the Dallas Fed’s survey. We also look at the supplemental questions from the Dallas Fed’s survey.
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