May 22, 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!
May 21, 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 look at industrials which are beginning to outperform after months of underperformance. We then show how jobless claims may be understated before pivoting over to some other high frequency data. Turning to the housing market, we update existing home sales and delinquency and foreclosure rates before finishing with an update on our Five Fed composite.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 20, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the stocks that have reached and are closing in on record highs. Turning to policy, we review today’s Fed minutes. Next, we recap this week’s EIA data which saw the first crude inventory draw. We close out tonight with ICI fund flows which have seen large inflows into taxable bond ETFs.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 19, 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 the pain of the industrials sector before pivoting over to some high frequency indicators that are down over 90% YoY even after improving in recent weeks. We then show a break down of equities based on US states before closing out with an update on housing data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 18, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a look at what today’s equity buying spree means for forward performance. We also show the diverging performance of gold and silver before recapping policy news out of the Eurozone. We close out tonight with updated numbers from the New York Fed’s Business Leaders survey.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 15, 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!
