Dec 9, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a discussion of today’s anti-trust headlines followed up by an analysis of DoorDash’s (DASH) debut. We follow up with a look at the price action of precious metals which had a rough session today. Next, we recap today’s JOLTS report and EIA petroleum stockpiles data. We finish with a review of today’s 10 year note reopening.
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Dec 8, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how rare it has been for large and small caps to both be at record highs when small caps have seen as large of returns in a three-month span as they have recently. We also keep tabs on breadth. Next, we show how the pandemic has affected alcohol sales. Next, we recap today’s nonfarm productivity and labor costs data before gauging mentions of stimulus in the news. We close out with a recap of today’s 3 year note auction.
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Dec 7, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a decile analysis of Nasdaq 100 and Russell 3000 stocks based on their betas. We also show which sectors have yet to make a new 52 week high since the vaccine announcements. We then pivot over to how the market is pricing for inflation. Turning to macro data, we review the Fed’s update of monthly consumer credit numbers, Black Knight mortgage delinquencies, and give a preview of this week’s Treasury auctions.
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Dec 4, 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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Dec 3, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review today’s headlines regarding vaccines and DC happenings. We then take a look at sentiment levels based on income. Next, we provide an update of our weekly growth tracking followed by a state by state breakdown of jobless claims data. We then recap Markit’s PMIs for the month of November before finishing with a note on how the return of Boeing’s 737 Max will affect the macroeconomy.
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Dec 2, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at value stocks and metals outperformance relative to tech stocks before providing an updated look at our Beige Book Index. Next, we review weekly releases including EIA petroleum stockpiles and ICI fund flows.
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