Jun 18, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we look at the faltering relative strength of value, retail, transports, and small caps before looking at how G7 countries have done versus the US. Next, we review high-frequency indicators and update our Five Fed manufacturing composite. We close out with a look at credit markets.
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Jun 17, 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 the performance of distressed companies at major equity market lows. We also show how housing is still hurting. We then update weekly EIA and ICI data in addition to recapping today’s 20 year bond reopening.
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Jun 16, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the new highs in realized volatility and fund flows into junk bonds. We then take a look at what the Citi Economic Surprise index’s new high means for equities. We then recap today’s industrial production numbers and what recent data means for tracking GDP. We also update some high frequency data like OpenTable reservations and TSA screenings.
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Jun 15, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide some other examples of reversals for the S&P 500 similar today. Turning to policy we clarify today’s Fed announcement. We then review this week’s upcoming Treasury reopenings and TIC Flows.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 12, 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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Jun 11, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the collapse in breadth today while the VIX and put-call ratio surged. We then show a decile analysis of some of the factors that drove performance today. We then update our high frequency indicators and provide some further insights into weekly jobless claims. We close out tonight with some service sector data as well as a review of today’s 30 year bond reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
