Dec 1, 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 how many times in the past the S&P 500, EURUSD, and copper have all reached a new high on the same day. We also take a quick look at the dollar and performance of European and US banks. Turning to economic data, we review the Dallas Fed’s survey on the retail sector. Next, we delve into the Fed’s Distributional Financial Accounts data before finishing with a look at the return to the workplace.
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Nov 30, 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 the month-end rotation for stocks and bonds. We also show the dramatic moves in commodity markets this month. Pivoting over to macroeconomic data, we review today’s releases including existing home sales, the Chicago PMI, and an update of our Five Fed composite.
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Nov 27, 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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Nov 25, 2020
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the massive day of economic data including a look at Q3 GDP, manufacturing orders, new home sales, personal income and spending, PCE, consumer confidence, and petroleum stockpiles.
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Nov 24, 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 just how elevated multiples currently are before looking at past times the Dow has reached 1,000 point milestones as it crossed 30,000 today. Next, we take a look at the downturn in gold prices before reviewing the Richmond Fed’s services indices with an update of our Five Fed Manufacturing Composite. We close out with a recap of today’s 7 year note auction.
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Nov 23, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a note on Biden’s cabinet appointees and the Energy sector’s massive run. We then pivot over to the Chicago Fed’s National Activity Index updated today. We also recap today’s flash Markit PMIs and Treasury auctions.
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