Jun 26, 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.
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!
Jun 25, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some indicators showing economic momentum is hitting the brakes. We then provide a state by state breakdown of jobless claims. Next, we cover our Five Fed manufacturing composite with the addition of the Richmond Fed. Then we review the terrible numbers on the US trade balance. We follow up with an update on preliminary durable good numbers, world trade data in April, and final thrid quarter US GDP.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 24, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a decile analysis depicting the groups that have driven performance since June 8th. Next, we provide an update on the Atlanta Fed’s Business Uncertainty Survey. We then recap ICI fund flows and weekly EIA data with a particular focus on gasoline demand. We close out tonight with a review of today’s 5-year auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 23, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Google (GOOGL), and Facebook (FB) are now nearly a quarter of the S&P 500’s market cap and what that means for performance and multiples. Next, we got over a slew of housing market data including today’s new home sales and the first look at Black Knight mortgage data for May. Next, we update our Fedspeak index and show what the level of rates means for the market. We close out with a recap of today’s 2 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 22, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we compare gold and Treasuries as a hedge to stocks before pivoting over to the massive short positioning the dollar and Dow. We then preview this week’s Treasury auctions. Next we show today’s Chicago Fed National Activity index and May existing home sales.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 19, 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.
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!
