May 14, 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 breakdown of Russell 3000 stock performance during the bear market, from March 23rd to May 11th, and over the last two days. We then show returns following intraday reversals similar to what SPY encountered today. Next, we provide an update on the crude oil curve before finishing with some high frequency macro data.
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May 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a glance across equities and the breakdown in the technicals of recent market leaders like Communication Services, Technology, and the Nasdaq to name a few. We then show how gold and the dollar have been coiling while financial conditions ease. We also recap today’s 30 year bond auction and weekly EIA and ICI data.
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May 12, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we delve into what is included in the House Democrats’ $3 trillion stimulus package before taking a look at where things currently stand in regards to the election in November. We then show today’s updated data on government finances in addition to a recap of today’s 10 year auction. We close out tonight with a look at where S&P 500 stocks stand in regards to their levels on 2/19 (the S&P 500’s last all time high).
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May 11, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show why credit is beginning to look attractive. Next we show what Fastenal (FAST) monthly sales data is tracking for industrial production. We then look at the intraday performance of the S&P 500 since the last all time high on February 19th and some factors that have dictated performance. We close out with a recap of today’s 3 year auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 8, 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 7, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the outperformance of momentum stocks relative to value outside of the US before checking in on fallen angles in credit markets. Next we take a look at what weekly economic indicators are projecting for GDP growth and how small business applications have looked recently. We then show the collapse in consumer comfort, before closing with some projections of how bad tomorrow’s NFP report could be.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
