Oct 27, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things off with a recap of tonight’s major earning reports including Microsoft (MSFT) and some solar players. We then provide an update on total US energy production through July. Next, we show today’s home price data from the Case-Shiller indices. Turning to manufacturing data, we provide our final update of the October Five Fed Composite and durable good orders. We close out with a review of today’s 2 year note auction.
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Oct 26, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show a decile analysis to gauge what factors drove today’s sharp declines. Next, we recap tonight’s earnings reports before pivoting over to how emerging market currencies have performed recently. We then provide an update of our Fedspeak Monitor index, new home sales data, and our Five Fed Manufacturing Composite. We close out with a preview of this week’s Treasury auctions.
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Oct 23, 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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Oct 22, 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 Financials breakout relative to the S&P 500. We then recap tonight’s earnings and show how COVID economy stocks have done so far this earnings season. Next, we review mortgage hedges and existing home sales. We close out with an update of our Five Fed composite.
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Oct 21, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of some notable earnings before turning to the big losses today in renewables. We then provide an update of our Beige Book Index. After that, we take a look at how the results of the companies that have reported so far this earnings season stack up to the same subset of companies backwards through time. We close out with reviews of EIA data and today’s 20 year bond auction.
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Oct 20, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing some past times the S&P 500’s pattern has looked similar to today before reviewing tonight’s major earnings reports. Then we dive deep into housing reviewing the cost of a new home, residential construction numbers, and how the stocks of housing-related industries have performed.
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