Mar 18, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the performance of US Treasuries at various points of the trading day before showing the breakdown in oil and agricultural commodities. Next, we compare the recovery of the NASDAQ 100 and S&P 500 Financial following their bubble peaks. We then show how the Treasury’s General Account is increasing liquidity before reviewing the 10-year TIPS reopening. Turning to economic data, we update our high-frequency growth tracking, leading indicators, our Five Fed Manufacturing Composite, and the supplemental questions to today’s Philly Fed Manufacturing report.
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Mar 17, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the FOMC’s rate decision and the update to the Summary of Economic Projections. We also take a look at the market reaction to the FOMC. Next, we provide an update of petroleum stockpiles including a look at the historically large uptick in petroleum product imports. We close out with a review of today’s housing starts and permits.
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Mar 16, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off tonight with a look at the difference between the market caps of renewables and oil majors. We then review the technicals of long bond futures. We also take a look at the charts of the Russell 2000 and NASDAQ 100. Next, we recap today’s 20 year bond auction before closing out with a dive into today’s industrial production data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 15, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing how the performance of the S&P Retail Select Industry Index would look if it was rebalanced differently. Next, we show the outperformance of the reopening trade versus semiconductors. Turning to fixed income, we provide an update on the repo market and a preview of this week’s Treasury auctions. We then pivot over to the relationships between the dollar and oil as well as commodities and EM currencies. We close out with a look at the Empire Fed’s Manufacturing index.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 12, 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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Mar 11, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the intense pressure that the belly of the US yield curve is under before showing the strong performance of emerging markets and semis. Next, we review today’s 30-year bond auction including a closer look at Treasury auction allotments. We finish with a deep dive into the Federal Reserve’s Z.1 data.
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