Dec 29, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a brief update on the situation of stimulus in Washington, we take a look at the underperformance of small caps and the inability for long bonds to exit their downtrend. We follow up with a look at how the bottom dropped out for the ARK family of ETFs. Turning to macro data, we review today’s home price data which blew the doors off. We also recap the seven-year note auction, Brazilian unemployment, and South Korean manufacturing data.
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Dec 28, 2020
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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 what returns look like when the S&P 500 hits a 52 week high in the last week of the year before also showing the weaker session for small caps. Next, we show the record underperformance of IPOs relative to the FANG+ index. We then show the massive outperformance of renewable energy names in Europe before providing an update of our Five Fed manufacturing composite. We close out with a review of today’s Treasury auctions.
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Dec 23, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the valuation of small caps before pivoting over to the first negative housing data point in a long time: new home sales. We close out with a recap of today’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!
Dec 22, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on the technicals of gold before pivoting over to a look at the extended amount of time that small caps have been overbought. Next, we review today’s existing home sales and GDP data. We close out with a recap of today’s 5y TIPS auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 21, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by reviewing the COVID relief bill before taking a look at a decile analysis of today’s price action. Next, we show the huge short positioning around the dollar before closing out with a recap of today’s 20 year bond auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 18, 2020
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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