Apr 15, 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 at the action in fixed income markets. Next, we provide an update of our Five Fed Manufacturing Composite with the addition of the New York and Philly Fed readings. We close out with a review of some factors driving some of the weaker housing data recently, and where that leaves homebuilder stocks.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 14, 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 recap of Coinbase’s (COIN) direct listing as well as a review of decile performance of the Russell 3,000. We then turn to a note on earnings estimates and an update of our Beige Book Index. Next, we review the decline in mortgage applications and what are the drivers of that decline. We close out with a recap of this week’s EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 13, 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 check in on SPY’s record streak of open-to-close gains. Next, we take a deep dive into today’s CPI data. We close with a review of today’s 30-year bond reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 12, 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 by showing the lengthy streak of open to close gains for momentum stocks and what that means for forward returns. Next, we recap today’s Treasury auctions before reviewing the Federal budget statement for the month of March. We close out with a review of the quarterly outlook data released by the Bank of Canada today.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 9, 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!
Apr 8, 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 by showing how much volumes have declined recently before showing the outperformance of mega cap Tech and momentum stocks. Next, we update our high frequency indicator growth tracker. We then show how business applications have surged over the past year.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
