Sep 15, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we tear down the holdings of popular junk bond ETF HYG. We then dive into the annual update to real income, poverty, and health care data in the Census ASEC release. To close out, we review August industrial production data and the results of the 20 year bond reopening auction today.
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Sep 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss the drivers of the rally today across US equity markets. We also take a look at the ongoing squeeze at the front of the lumber futures curve as the September contract approaches expiry tomorrow. After that, we review seasonality in earnings reactions from stocks, before a discussion of the types of energy the US uses. We also take a look at the collapse in reliance on the rest of the world for energy supply seen in the US over the last few years. To close out we review the Treasury auction schedule this week.
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Sep 11, 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 10, 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 how despite the massive declines of the past few days, the S&P 500 and Nasdaq remain above their 50–DMAs. Next, we review PPI data from the BLS released today before pivoting over to consumer sentiment. We then recap petroleum inventories and today’s 30-year bond reopening. We close out tonight with a look at the dynamics of employment and income losses across different income levels and geographic areas.
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Sep 9, 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 of the drivers of today’s gains before taking a more granular dive into today’s JOLTS report. We then review the Bank of Canada’s balance sheet and weekly fund flows.
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Sep 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we look at what stocks drove the Nasdaq’s historic declines over the past few days. Next, we keep tabs on election odds, government receipts and outlays, and what are some market implications of the political economy. We then take a look at mortgage data released today and a Treasury auction recap.
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