Oct 19, 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 outperformance of value stocks relative to momentum today. Next, we show where the worst areas are for COVID around the globe. We then look at the election outlook by applying national numbers to the state level. Afterward, we delve into Commitment of Traders positioning data and a preview of this week’s Treasury auctions.
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Oct 16, 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 15, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at some of the few winners out of the energy sector before recapping this week’s EIA data. We then provide an update on notable European earnings and include a look at the surge in COVID cases in France. We close out with a review of our Five Fed Manufacturing Composite with the inputs of the New York and Philly Fed.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the roll over in the Russell 2000 as well as a recap of earnings reports that came out after the closing bell. We then show the record rise in business applications. Using the quarterly results of the big banks, we also show aggregate numbers for loan growth, net interest margin, and loan loss reserves. We then take a look at state-level consumer sentiment and today’s PPI numbers.
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Oct 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a decile breakdown of what drove price action today. We then provide an update on the various developments on the vaccine front. Next, we dive into JPM and Citi’s fundamentals following this morning’s earnings. After that, we recap today’s CPI data before finishing with a look at what Fastenal (FAST) monthly sales are indicating for Friday’s industrial production release.
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Oct 12, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as Tech and momentum trades exploded in what could have been expected to have been a quiet day, we take a look across a number of new highs in the Nasdaq. We then show the historical precedence for similarly strong days for the index as well as the growing concentration in the largest stocks and what that could mean for growth. Pivoting over to emerging markets, next we review some China-focused ETFs before closing out with a review of the relative performance of Financials and Energy to the S&P 500.
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