Oct 1, 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 what copper’s steep decline means for equity performance as well as how solar stacks up to oil. We then delve into the personal income, personal spending, and PCE numbers released today. Next, we show how Mexico remittances have changed before closing out with an update of our weekly GDP tracker.
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Sep 30, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, after reviewing the current outlook for more fiscal stimulus, we provide a forecast for where ISM could come in tomorrow given the Chicago PMI released today. We also show the record reading in pending home sales. Turning to higher-frequency data, we recap this week’s ICI fund flows and EIA stockpiles. We finish with a look at the lack of volatility in crude oil markets.
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Sep 29, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, after taking tabs on where the S&P 500 rejected today, we show how restaurant supply stocks have performed. Next, we delve into S&P Case-Shiller home prices. We then review recent action in commodity markets and how debt and equity issuance has looked this year. Ahead of tonight’s debate, we close out with a look at current presidential polling.
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Sep 28, 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 some surprising areas of relative strength over the past few weeks. We then provide an update of our Fedspeak Monitor Index given an absolute onslaught of recent speakers. Staying on the topic of the Fed, we recap the most recent release of its Survey of Consumer Finances which showed some interesting findings on equality. We close out with the final September update of what was a very strong month for the Five Fed Manufacturing Composite.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 25, 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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Sep 24, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at breadth and how the S&P 500 bounced off of its 100-DMA. We also show how performance could look if the index ends up below that moving average. We then recap today’s blockbuster new home sales before updating our weekly GDP tracker. We close out with a review of today’s 7 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!
