Aug 3, 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 the seasonal patterns of the S&P 500 leading up to the election. We then keep tabs on recent pollings for the Presidential Election. Next, we review recent delinquency and foreclosure data as well as a look at construction spending figures for June. We finish with a look at positioning around the US dollar, gold, and silver.
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Jul 31, 2020
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Looking for deeper insight on markets? In this Closer Special Report sent to Bespoke Institutional clients, we discuss in detail the results of earnings season so far, including beat rates for EPS and revenues, guidance results, and how markets reacted to various categories of earnings results. We also share some novel thematic observations relating to Banks, Homebuilders, and the “Terrific Trillions” discussed last night in The Closer.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 30, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of the biggest earnings reports including Apple (AAPL), Facebook (FB), Amazon (AMZN), and Alphabet (GOOGL). We then show just how many triple plays we have seen this earnings season compared to past quarters. Next, we review today’s historic GDP release and update weekly GDP tracking. We close out tonight with a brief note about unemployment and UI payments.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 29, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a recap of today’s FOMC decision and the subsequent market reaction. We then provide an update on the trade balance, fund flows, and petroleum stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 28, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we delve into some of tonight’s biggest earnings reports like those from AMD (AMD), Visa (V), and Starbucks (SBUX). We then take a cautious look at US Census homeownership data. Sticking to housing data, we review S&P Case-Shiller home prices. Next, we provide a final update to our Five Fed Manufacturing Composite for July before finishing with a recap of today’s Treasury auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 27, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how precious metals have performed when priced in currencies other than the US dollar. We then delve into today’s durable goods orders and Treasury auctions. We then update our Five Fed Manufacturing Composite with the addition of today’s Dallas Fed input before closing out with a recap of tonight’s earnings reports and President Trump’s approval ratings.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
