Apr 28, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at small caps’ continued outperformance as well as REITs underperformance despite low rates. We also show YTD performance of various commodities. Next, we recap the US Treasury auctions that have taken place during this week of record new issuance. We then show what the New York Fed’s Weekly Economic Index implies for growth. Then we provide an update on the record level of uncertainty for economic policy before closing with Q1 home ownership numbers.
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Apr 27, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things off with a look at small caps outperformance. We then review US commercial bank balance sheets before pivoting to responses on special questions asked in this month’s Dallas Fed Manufacturing survey. We close out tonight with a look at what have historically been the best and worst stocks on Q1 earnings, and what EPS and sales estimates are looking like.
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Apr 24, 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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Apr 23, 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 S&P 500’s third rejection of its 50-DMA while small-caps drift sideways. We then show some estimates of the COVID-19 death rate using today’s 21.2% infection number in NYC. Turning to macroeconomic data, we show the total collapse in Markit PMIs, new home sales, and Kansas City Fed data. We close out tonight with a look at the record surge in the US money supply.
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Apr 22, 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 the correlation between the dollar. We also show momentum’s outperformance relative to value and what the copper to gold ratio is saying about interest rates. Turning to macro data, we show where leading indicators are suggesting GDP will be. Then we review this week’s massive crude oil inventories and impressive fund flows.
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Apr 21, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we once again take a look at oil’s strange behavior including the performance of explorations and production stocks versus refining and marketing. We then take a look at the happenings of the biggest crude oil ETF: the United States Oil Fund (USO). Next, we show why central bank support for sentiment may have reached a temporary limit before closing out with today’s housing data and EPS estimates for homebuilders.
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