Aug 27, 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 recap today’s release of the Fed’s Longer Run Goals and Monetary Policy Strategy. We then take a look at the revision to Q2 GDP delving into some details of the release concerning corporate profits and wages. Next, we update our Five Fed Manufacturing Composite with today’s addition of the Kansas City Fed’s reading before closing 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!
Aug 26, 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 show where real yields and the VIX are trading at while also making note of how elevated the Nasdaq is to its 200-DMA. Next, we take a deep dive into global trade volumes and industrial production for June. Pivoting back to the US, we then review today’s blowout advanced durable goods numbers. We also provide a look at the Altlanta fed’s Business Expectations and Uncertainty indices, our weekly recap of EIA data, and a review of today’s five-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!
Aug 25, 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 some model-building for the relative value of financial sector stocks. Next, we go through a slew of housing data including new home sales, affordability and home prices, and delinquency rates before closing out with a 2 year auction recap.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 24, 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 evaluate some of the S&P 500’s most expensive stocks. Staying on the topic of valuations, we pivot over to currencies and look across some of the world’s richest and cheapest currencies. Next, we review some data from YouGov on public opinion around various COVID-19 concerns. We close with a recap of today’s Chicago Fed National Activity Index 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!
Aug 21, 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!
Aug 20, 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 glance across the chart setups of various global indices. We then look at various high-frequency indicators like our weekly GDP tracker, flows of continuing claims, and Bloomberg Consumer Comfort. Next, we provide an update on Canadian housing prices and on our Five Fed Manufacturing Composite with the addition of the Philly Fed. We close out with a review of today’s 30 year TIPS reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
