Jul 16, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the divergence between equities and bonds and commodities and bonds. We then show how the VIX is still elevated. Turning to macro data, we review how cash transfers have supported retail sales and what the policy risks are at the present time. We then update our high frequency growth tracker and our Five Fed Manufacturing composite.
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Jul 15, 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 SAAS names have lagged and how equities have performed based on valuations. We then show how high-frequency indicators have slowed. We then update out Beige Book index and industrial production before closing out with fund flows and EIA data.
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Jul 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at how yesterday’s losers were not the biggest winners today and how the market has shrugged off COVID 19 news. Next, we delve into bank loan losses before pivoting to what Fastenal (FAST) sales are showing for tomorrow’s industrial production release. We close out with an in depth look at inflation data.
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Jul 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the massive contribution to equity indices of the largest stocks. Next, we show the massive deficits shown in today’s budget statement release. We finish with a look at some inconsistencies in speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 10, 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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Jul 9, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the relative performance of recent winners and losers before pivoting over to macro data with an update of our high-frequency growth tracker. Next, we show business formation numbers before recapping today’s very strong 30 year bond reopening.
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