Mar 26, 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!
Mar 25, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out by showing the interesting level renewable stocks have reached and where renewables stand in terms of total US energy production. Next, we look at rebalancing as the quarter comes to a close before pivoting over to the US Dollar index (DXY) moving above its 200-DMA. We then recap today’s 7 year note auction. Afterward, we review today’s economic data including an update of our Five Fed Manufacturing Composite and GDP with closer looks at inventories and investment. We close out with a look at architecture billings.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 24, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look across the US political landscape before turning to the record fund flows into ETFs and mutual funds. Next, we review the 30-year yield’s price action and KB Homes (KBH) earnings. Afterward, we review today’s weak 5-year note auction. Turning over to macro data, we take a look at preliminary durable goods numbers and petroleum stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 23, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a look at today’s Fedspeak and the move in Treasury markets. We also show what stocks have outperformed on the moves lower for rates. Next, we recap the 2-year note auction. Turning to economic data, we review the current account balance, new home sales, our Five Fed Manufacturing index, and the Richmond Fed’s service sector survey.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 22, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at how attractive passive exposure to long term rates is and the new low for the VIX. We then review the aggregate income statements for refiners, manufacturers, and retailers. Next, we delve into today’s existing home sales data before closing out with a preview of this week’s Treasury auctions
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 19, 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!
