Aug 19, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with recaps of today’s FOMC minutes and 20 year Treasury bond auction. Next, we review the technicals of gold and silver. We then take a look at how lumber is price relative to timber REITs. After that, we delve into this week’s EIA data and the BLS annual revisions to employment data.
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Aug 18, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how the S&P 500 has reacted in the past after finally reaching an all-time high after not doing so in at least 126 trading days. We also show how the S&P 500 has performed around the Democrat and Republican National Conventions in presidential election years. Next, we delve into today’s very strong housing data.
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Aug 17, 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 how breadth has been as we approach new highs. We then update our Fedspeak Monitor Index before reviewing today’s delinquency data. Also on the topic of housing, we show how lumber prices have surged. We also take a look across several other more traditional agricultural commodities. We close out tonight by showing Treasury International Capital System data and a preview of this week’s Treasury auctions.
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Aug 14, 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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Aug 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing 10 stocks that are most correlated to the Treasury curve steepening before recapping the 30 year bond auction which was the catalyst of today’s selling. We then elaborate on some implications of price action on the long end of the curve. We finish with a look at this week’s uptick in our high frequency growth tracker.
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Aug 12, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, in the wake of Tesla’s announcement of a stock split, we begin with a look at other stocks’ performance after splits. We then review this week’s EIA data which gave enough of a boost to crude oil for it to take out its 200-DMA for the first time since January. We also recap today’s CPI data and 10 year Treasury note auction.
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