Jan 26, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a quick note on GameStop (GME) and tonight’s notable earnings reports. Next, we show the recent moves in retailers, IPOs, and solar stocks relative to the broader market. We follow up with a look at Treasury issuance. We then turn to a review of EURUSD, Case-Shiller home prices, and what Conference Board data indicates for the jobs market.
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Jan 25, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how short covering dominated price action today, following up with a recap of today’s solid 2 year note auction. Next, we delve into some global trade and industrial volume data for the month of November. We then take a look at consumer outlook data from the New York Fed and the marginal propensity to spend. We close out with reviews of delinquency data and an update of our Five Fed Manufacturing Composite.
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Jan 22, 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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Jan 21, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the notable earnings reports that came out after the closing bell. Next, we review some housing data from Realtor.com and today’s residential construction data. We then take a look at Bloomberg Consumer Comfort before closing out with a review of today’s 10 year TIPS auction.
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Jan 20, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things off with a recap of tonight’s earnings reports. We follow up with a look at what Fastenal (FAST) sales mean for industrial production. Next, we take a look at the underperformance of semiconductors relative to the Nasdaq 100. Turning to international data, we review Canadian CPI and the Canadian dollar. We close out with a recap of today’s 20 year bond auction.
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Jan 19, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a breakdown of Russell 2000 performance as well as a look at the impact of ARKK holdings. Next, we show the stocks headed into earnings season on impressive winning streaks. We follow up with a recap of Netflix’s earnings and a preview of this week’s Treasury auctions. We close out with a review of TIC flows and a deep dive into the ECB’s Bank Lending Survey.
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