Jun 10, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a recap of the FOMC decision and subsequent market reaction today. We follow up with a look at today’s inflation and federal budget data. We finish with our weekly reviews of EIA petroleum and ICI fund flow releases.
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Jun 9, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how retail investors have driven some names higher before pivoting over to today’s macro data including the JOLTS report and Black Knight mortgage data. We then review EMFX and the dollar before closing out with an update on Monday and today’s Treasury auctions.
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Jun 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we note the end of the economic expansion and where valuations stand. We then take a look at the Nasdaq’s rapid return to all time highs before pivoting over to some data on hedge funds. We finish by showing how the yield curve has been rapidly steepening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 5, 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 4, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the rebound in value stocks as corporate credit continues to soar. We then recap today’s update of trade data and high frequency growth trackers. We close out with an update on Bloomberg weekly consumer comfort numbers.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 3, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show a decile analyses of drivers of performance followed by an update on today’s manufacturing data. Next we recap, weekly 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!
