Jun 2, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things off by showing where volatility stands and how small caps have been able to outperform recently. We then show the collapse in the dollar over the past 50 days before recapping a few other currencies. We then shift over to the rally in copper prices as Chinese auto sales rebound.
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Jun 1, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how this has been one of the strongest starts to a bull market on record and the furious rally in high yield credit. We then turn to today’s construction spending data and give some reasons to be skeptical of it. Next, we delve into some data from south of the border in the form of Mexican remittances before closing out with CBO forecasts.
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May 29, 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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May 28, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show a range of indicators reflecting the strength of equities recently. Turning to macroeconomic data, we go over today’s durable goods numbers and what high frequency indicators are signaling for growth . Next, we review today’s GDP data including updated figures on wages and salaries. We close out tonight’s note with our weekly recap of EIA petroleum data and today’s 7 year note auction weekly fund flows.
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May 27, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at how positioning in options markets is still defensive before showing the massive decline in our Beige Book index. Then we review the pick up in the Texas services sector. We also review the streak that mortgage refinancing applications is on and how today’s 5 year Treasury auction went, before closing with weekly fund flows.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 26, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at social distancing data before pivoting over to trade volumes for March. Next, we review global industrial production. We then update our Five Fed manufacturing composite with the addition of the Dallas Fed. We also show some specific questions related to COVID-19 that the Dallas Fed included in this month’s survey. We close out tonight with a new feature regarding Treasury auctions.
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