Mar 2, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by contrasting the US and Canadian economies. We then move on to the performance of emerging market assets including equities, bonds, and currencies. Staying on the topic of currencies, we then take tabs on EURCHF. We close out with our high-frequency growth tracker.
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Mar 1, 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 how the winter storms in Texas affected activity in the region before reviewing what strong starts to a month might imply for performance for the rest of the month. Next, we take a glimpse at the S&P 500’s largest stocks in terms of market cap. Afterward, we show how repo rates dipped into negative yields. We finish with a review of today’s construction spending data and the supply issues appearing in Markit and ISM surveys.
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Feb 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.
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Feb 25, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a deep dive into rates markets reviewing the moves across the Treasury curve, the 7-year note auction, and mortgage hedging. We also take a look at the relative performance of the belly of the curve and real yields. Afterward, we recap durable goods and inventory numbers.
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Feb 24, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of Fed Chair Powell’s final day on Capitol Hill and a note on the velocity of money. We follow up with a review of new home sales data out today. We finish with recaps of today’s 5 year note auction and EIA data.
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Feb 23, 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 unusual price action in the Treasury market and the rout of momentum stocks; specifically, we look at the family of ARK Invest ETFs and renewable energy stocks. Turning to macroeconomic data, we review home prices, an update of our Five Fed Composite, and the 2 year note auction.
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