Mar 10, 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 flows into ARK ETFs, the iShares Global Clean Energy ETF (ICLN), and commodity ETFs. Next, we recap today’s 10-year note reopening. Turning to macro data, we then review today’s CPI data, Treasury statement, and EIA petroleum stockpiles.
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Mar 9, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at what factors drove equities today including performance from mid-February through yesterday’s close and rate sensitivity. We also take a look at some names more granularly like renewables and the ARK Innovation ETF. Next, we review mortgage markets. Then, we turn to metals versus mining stocks, high yield spreads, and volatility in the US versus abroad. We round out tonight’s note with a recap of today’s 3-year note auction.
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Mar 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 why recent Treasury market moves are not due to inflation fears. We also review this week’s upcoming Treasury auctions. Next, we show the massive underperformance of the Nasdaq versus the Dow. We then show the massive outflows for clean energy, ESG, and tech funds. Next, we review FX positioning before closing out with a recap of monthly mortgage data.
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Mar 5, 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 4, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we first review Fed Chair Powell’s comments before pivoting over to what stocks drove today’s declines. We also show what equities are pricing for rates. Next, we show the breakdown of high flying ETFs like those focused on clean energy and the ARK universe. We also show how Tesla (TSLA) plays into the ARKK ETF. We close out with a review of consumer comfort and manufacturing activity.
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Mar 3, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a note on valuations after the recent declines before pivoting over to an update on the declines for the ARK Invest funds. Next, we explain why the moves in bond yields are the opposite of inflationary action. We follow up with an update on Markit service PMIs and our Beige Book index. We finish with a review of the multiple records in today’s EIA data.
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