The Closer: End of Week Charts — 9/4/20

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!

The Closer – Wrecked Tech, Not Much Puzzle in Polls, Growth Tracking – 9/3/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look across some of the internals of today’s declines including a look at the devastation of FANG+ stocks. Next, we dissect recent presidential polling data before closing out with an update of our weekly growth tracker.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Decile Discussion, Beige Bounce, CBO Séance, Flow Foibles, EIA – 9/2/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we show a decile performance analysis of today’s performance of Russell 3000 stocks based on YTD performance, market caps, and overbought readings.  We then update our Beige Book Index and review the CBO’s long term budget and economic forecasts.  We close out with our weekly reviews of fund flows and EIA petroleum stockpiles.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Letter Logic, Fixed Income Figures, Target Trickery, Resi Spend – 9/1/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the relationship between the letters present in the ticker of a company and the stock’s performance.  Next, we take glance across the fixed income market. Next, we show where the S&P 500 industry groups stand relative to their price targets. Closing out with macro data, we recap today’s construction spending figures.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – SaaS Dispersion, Texas Manufacturing – 8/31/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we look across the SaaS industry’s valuations and dispersion of YTD returns.  Next, we update our Five Fed Manufacturing composite with the addition of the Dallas Fed. We also delve into some of the supplemental questions from this month’s report.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 8/28/20

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!