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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Jul 14, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a recap of big bank earnings before pivoting over to a quantitative look at the Beige Book. Next, we show the details of today’s PPI numbers before closing out with a review of today’s petroleum stockpile data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 13, 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 the areas of the market showing deflationary price action followed by a deep dive into today’s CPI data. We then recap today’s 30 year bond reopening and what Fastenal (FAST) sales project for industrial production later this week.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 12, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by checking in on tin prices and market pricing of rates in the future. We then pivot to freight volumes and pricing. Next, we review today’s survey data from the NY Fed on consumer inflation expectations. We close out with a recap of today’s 3-year note auction and 10-year note reopening.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 9, 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.

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!