Jun 9, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on monetary policy decisions with regards to our neighbors to the North followed by a look into the rates, particularly with regards to mortgage hedging. Turning to macro data, we then recap today’s release of wholesaler sales. We then delve into this week’s mutual fund and ETF flows, EIA data, and the 10 year reopening.
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Jun 8, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the disconnect between rates and inflation data before speaking on Lordstown Motors (RIDE). We then take a deep dive into job openings through today’s JOLTS report and Indeed.com data. We close out with a review of today’s 3 year note auction.
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Jun 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing what the lumber futures curve is implying for future demand. Then we show the recent outperformance of European and REIT stocks before pivoting into delinquency data from Black Knight. Next, we take a look at APAC international reserves data. We finish with what the bond market is implying for inflation and a preview of this week’s Treasury auctions as well as some notes on today’s news surrounding cryptos and the Colonial Pipeline hack
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Jun 4, 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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Jun 3, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of the surging dollar we show the rotation around the banks and the trillion-dollar club. Next, we note refiner margins and today’s EIA data. After showing the predictive power of ADP payrolls, we review the latest update of PMIs.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
