The Closer – End of Week Charts – 6/25/21

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 – Infrastructure Weak, Falke Flex, GDP Revisions, Manufacturing – 6/24/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we start off with a look into the infrastructure plan and what the outlook is for related stocks.  Next, we delve into Mexican inflation and USDMXN.  Pivoting to US data, we recap today’s durable good numbers and the GDP release.  After taking a look at the trade balance, we close with a review 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 – Oil Keeps Rolling, Current Account Revisions, New Home Sales – 6/23/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by taking a look at the continued rally in energy commodities and where valuations have gone over the past year. We then delve into this week’s petroleum inventory numbers.  Next, we provide a recap on the Q1 current account deficit. We then review today’s new home sales before closing with a recap of the 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 – Megacaps Stalking, 5 Fed & Wages, Existing Home Affordability – 6/22/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after a look at the breakout of mega cap tech and the relative performance of momentum stocks, we give an update on Fedspeak.  We then recap today’s 2 year note auction before pivoting over to macro data including looks at our Five Fed Composite, the Richmond Fed’s readings on wages, and home affordability.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Turnaround Monday, Dow Streak, Policy Error Pricing, CPI Musing – 6/21/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we start off tonight by showing how the moves today were a reversal of last week’s moves.  We then show the record streak for the Dow that came to an end today.  Next, we take a look at the pricing of policy errors before pivoting over to the parallels between US and Canadian CPI.  We then review today’s release of the Chicago Fed’s National Activity Index. We close with a preview of this week’s upcoming Treasury auctions.

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 – 6/18/21

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!