Sep 23, 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 start things off with a rundown of the huge slate of headlines today before taking a look at the technical setup of the US dollar. Next, we review the Flash PMI reading from Markit. We then review EIA data and high-frequency mobility indicators. We close out tonight with recaps of fund flows and the 5 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!
Sep 22, 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 some of the conflicting technical signals for the S&P 500 as well as a decile breakdown of recent performance. Next, we show how cross-asset hedging has done before pivoting into today’s release of existing home sales. We also take a look at data on renewable energy. We close out with updates of our Five Fed Manufacturing Composite and today’s 2 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!
Sep 21, 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 peak at the Technical setups of the banks and what CDS spreads have to say about recent price action. Next, we take a look at some of the bearish positioning signals around the Nasdaq. We then provide, a recap of today’s quarterly fund flow data form the Fed’s Z.1 report including a deep dive on US debt levels.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 18, 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!
Sep 17, 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 look at what the market for CDS tied to commercial real estate deals is saying, and compare it to REITs price action. We also review major economic data released today including residential construction from the Census and regional Fed manufacturing activity indices. Next, a look at high frequency indicators of economic growth, which have rolled over in recent weeks and show less improvement than in recent weeks. Finally, we discuss the strong 10y TIPS auction today which wrapped up Treasury supply for the week.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 16, 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 focus on the white-hot IPO listing of Snowflake (SNOW) before tearing down the Federal Reserve’s September policy decision today, as well as major market reaction. We also take a quick look at the status of inventories per recent inventory data updated by the Census today.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
