Feb 22, 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 investment-grade corporate debt and the relative strength of tech versus small caps. Staying on the topic of tech stocks, we then provide an update on the technical of Tesla (TSLA), Apple (AAPL), and Facebook (FB). We then take tabs on the market’s pricing of rate hikes. After offering a preview of this week’s Treasury auctions, we review the Conference Board’s Leading Indicator and Indeed job postings.
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Feb 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.
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See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
Feb 18, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, first up, we review the performance of Russell 2,000 stocks based on performance at the end of January and earlier this month. Next, we recap today’s EIA petroleum stockpile data. We then provide an update of our Five Fed Manufacturing Composite and monthly residential construction numbers. We close out by recapping today’s auction of 30-year TIPS bonds.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 17, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with recaps of some of tonight’s most notable earnings reports. We then turn over to the massive inflows into the ARK universe of ETFs and mutual funds and ETFs in aggregate. We then show how renewable energy ETFs have been rolling over while cannabis focused ETFs have surged. We then review today’s industrial production release and PPI numbers. We close out with a recap of today’s 20 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 16, 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 review of performance today based on interest rate correlation. Next, we delve into some Fedspeak before pivoting over to mortgage and corporate bond hedging. We finish with a preview of this week’s upcoming Treasury auctions.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 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.
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!
