The Closer: End of Week Charts — 7/24/20

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 – Big Rotation, Weekly Growth, Earnings Interest – 7/23/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review what areas have seen rotation before pivoting over to some high-frequency data including business applications, TSA passenger screenings, and consumer comfort. We also take a look at how the KC Fed’s Manufacturing Activity index impacted our Five Fed Manufacturing Composite.  We close out with a recap of tonight’s earnings reports.

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The Closer – What’s Retail Up To, Booming Housing, And Earnings Recap – 7/22/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we show a decile analysis based on the number of Robinhood users holding a stock.  We then show fund flows and existing home sales data released today.  We then recap petroleum stockpiles and today’s 20 year bond auction before recapping tonight’s earning reports.

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

The Closer – Momentum, Metals, and National Activity – 7/21/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at momentum stocks’ rejection of new highs.  We then take a look at what the dollar means for this and the performance of industrial and precious metals. Staying on the topic of precious metals, we delve into silver’s extremely strong performance in today’s session before recapping the only economic data release today: the Chicago Fed’s National Activity Index.

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The Closer – Sectors Surging, Credit Confirming, IPO Insanity, Treasury Preview – 7/20/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at equity performance on a sector basis after the S&P 500 crossed the 3230 threshold today.  We also delve into whether or not credit is confirming the move.  We then review the potential driver of the surge in IPOs before previewing this week’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!

The Closer: End of Week Charts — 7/17/20

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!