Nov 20, 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.
The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
Nov 19, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the wide disparity between the year to date performance of the airline stocks. We then show the recent relationship between US equities and the dollar. Next, we provide an updated look at our Five Fed Manufacturing Composite with the addition of the Philly and Kansas City Fed. Staying on economic data, we go over existing home sales followed by several high-frequency growth indicators including gasoline demand and consumer comfort. We close things out with a recap of today’s 10-year TIPs auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 18, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the relative performance of value versus growth stocks since vaccine headlines hit last week. Shifting over to macro data, we then review today’s housing permits and starts data which has continued to impress. We also show how home prices have looked for our neighbors to the North. We close out with our weekly recap of EIA data on petroleum stockpiles and 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!
Nov 17, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we delve into recent DC happenings surrounding fiscal stimulus and the nomination of Judy Shelton to the Federal Reserve Board of Governors. Next, we take a look at the performance of stocks once included into the S&P 500. We then take a deep dive into the massive slug of quarterly consumer debt data released today before closing out with a review of some hard manufacturing data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 16, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how the vaccine trade occurred again today on Moderna (MRNA) headlines. Next, we show how stocks have performed based on the states the companies are domiciled in. We then provide an update on Treasury issuance including a preview of this week’s upcoming auctions. We close out with a discussion of recent Fedspeak.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 13, 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.
The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
