Aug 11, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at some streaks that came to an end for the S&P 500 and the Nasdaq. We then recap today’s PPI release. Next, we show what small businesses reported as some of their biggest problems before finishing with a review of today’s 3 year note auction.

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Aug 10, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how the reopening trade is returning before pivoting over to how muted volumes have been relative to their 200-DMA. Next, we review today’s June JOLTS report. We then close out with a preview of this week’s Treasury auctions.

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Aug 7, 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 6, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a few different looks at the S&P 500’s breadth as it approaches all time highs. We then show state-level jobless claims data including its relationship to state-level COVID data. Next, we delve into the NY Fed’s Q1 consumer credit numbers. We also update our high-frequency growth tracker.

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Aug 5, 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 the “DebaaSement” trade (equal weight Tech, Gold, and going short the dollar) would have turned out over the long run. Next, we preview the increase in size of upcoming Treasury auctions. We then check in on the rest of the world’s COVID cases before closing out with our weekly looks at EIA and ICI fund flow data.

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Aug 4, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss some major earnings numbers tonight from stocks like DIS, ATVI, MTCH, NKLA, and BYND. We then give an update on the housing market’s inventory levels, review factory order numbers, and discuss recent stock ownership changes among Robinhood traders.

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