Oct 9, 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!
Oct 8, 2020
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the Energy sector and Brent finally taking out its 200 and 50-day moving averages. Pivoting over to another sector, we show Utilities’ leadership as well as the relationship between the sector’s moves and rates. Staying on the topic of rates, we then recap today’s 30 year bond reopening. We then provide an update to our weekly GDP tracking with a particular look at weekly Consumer Comfort. We close out tonight’s note with state-level consumer spending figures.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 7, 2020
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a discussion around fiscal stimulus and the trades that should benefit from more support. We also explain how net fixed investment is indicating a need for further stimulus. Next, we take a skeptical look at some recent polling data before reviewing consumer credit data. We close out with recaps of today’s 10 year note reopening and this week’s EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 6, 2020
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the rejection of a stimulus deal and the subsequent market reaction. We then provide an updated look at the revised goods trade deficit with a specific focus on the trade deficit with China. We then pivot over to today’s release of the JOLTS report. We finish with a recap of today’s 3 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 5, 2020
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the massive performance of lithium related names before pivoting over to agricultural commodity prices. We then recap Markit PMIs released this morning. We close out with an update on mortgage delinquencies and a preview of this week’s upcoming Treasury auctions.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 2, 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!
