Apr 22, 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, we go over a handful of interesting observations on value stocks, the crude futures curve, and CADJPY. Next, we show the impact of the capital gains tax news before turning to a review of today’s macro data including existing home sales, the Chicago Fed National Activity index, and the 5 year TIPS auctions.
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Apr 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, we review recent happenings with the Bank of Canada. We then provide updates on the technicals of gold and silver. We close out with reviews of today’s EIA data and the 20 year bond auction.
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Apr 20, 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 recap of tonight’s notable earnings reports including those from Netflix (NFLX) and CSX (CSX). We then review freight volumes and what new highs for rail stocks imply for the broader market. After that, we show the breakdown of SPACs and give some thoughts on the moves in lumber markets. We close with Canadian home prices.
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Apr 19, 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 tonight’s earnings reports, before pivoting over to a look at the factors that have done the best and worst so far this year. Afterward, we look at the flows for the ARK Invest universe. Next, we compare the market and the Summary of Economic Projects (SEP) expectations of the Fed Funds rate. We then preview this week’s Treasury auctions and close with a projection for global crude oil demand.
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Apr 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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Apr 15, 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 the action in fixed income markets. Next, we provide an update of our Five Fed Manufacturing Composite with the addition of the New York and Philly Fed readings. We close out with a review of some factors driving some of the weaker housing data recently, and where that leaves homebuilder stocks.
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