Nov 12, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s happenings in Washington concerning the Fed before taking a look at how Bloomberg Consumer Comfort numbers based on political affiliation have shaped up post-election versus 2016. We then show how today’s movers were the mirror of Monday’s. We then recap CPI and EIA data as well as a review of this week’s 30 year bond auction.
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Nov 11, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a quick comment on Moderna (MRNA) reaching the required number of cases for an initial efficacy analysis for their COVID-19 vaccine and how the VIX curve is looking with this news. We then take a look at the massive moves on a sector basis and some strong readings across breadth indicators. We close things out with a review of this week’s ICI fund flow data.
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Nov 10, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the relative strength across various sectors and how their moves are consistent with the price action of other assets. We then pivot over to some high frequency activity indicators including OpenTable reservations, the Dallas Fed’s Mobility Index, and daily TSA passenger screenings. Next, we recap today’s JOLTS data with a particular look at the hospitality sector. We close out with a recap of today’s 10 year note auction.
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Nov 9, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the massive outperformance of value versus momentum. We also show a decile breakdown of the best and worst groups of stocks today based on performance during previous periods of the year. We also take a look at the moves in rate markets in response to vaccine news which we then provide some further insights on. Next, we recap today’s 3 year note auction including a preview of the rest of the week’s upcoming auctions. We close out with a discussion on hurricane forecasting.
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Nov 6, 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 5, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a quick tab on the election before pivoting over to a look at emerging markets which have done very well recently. We then provide our weekly recap of US growth.
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