Jan 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we evaluate Tesla (TSLA) and other mega-cap Tech’s massive weight among US equities. We also show where Tesla car deliveries stands in relation to other major car brands. Next, we show the massive new supply of equities in the past year. We close out with a review of trade balance data.
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Jan 6, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on today’s happenings in DC and the market’s reaction to these events. Turning to macro data, we review today’s manufacturing data and the December Markit PMIs. We close out with a review of weekly EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jan 5, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing how price action today was a reversal of yesterday. We then show how much earnings have recovered before taking a glance at credit markets. Next, we pivot over to a look at renewable energy production in the US and give an overview of related stocks. We then take tabs on the US dollar and various commodity metals.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jan 4, 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 world equity market capitalization as a percent of world GDP. We then turn over to a look at what performance could look like this year based on the first day of trading. Next, we show the massive outperformance of emerging markets relative to the S&P 500 before reviewing real yields. Switching over to macro data, we break down today’s Markit PMIs and construction spending data.
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Dec 31, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by summarizing 2020 equity market performance based on a few different factors. We then pivot over to get a gauge on consumer sentiment before reviewing our weekly GDP tracker. We close out with some predictions for the year to come.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 30, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the performance of stocks in 2020 based on micro-factors. Next, we review today’s goods trade and existing home sales data before pivoting to EIA inventories. We close out with a look at the structure of the crude oil market.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
