Apr 20, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we delve deep into the historic drop into negative crude oil prices today. We look at where else saw negative prices and who is to benefit from the chaos. Next we show just how few companies are providing guidance and how the few largest companies are impacting the market.
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Apr 17, 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 16, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we evaluate Energy stocks’ performance given the collapse in crude oil prices. Next, we delve into Bloomberg’s weekly consumer comfort data before shifting over to an updated look at our Five Fed Manufacturing composite. We finish with a look at today’s housing starts and permits numbers.
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Apr 15, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a quick update on market breadth and Financials’ weighting in the S&P 500. We then update our charts on combined loan loss reserves across major banks that have reported earnings. Turning to today’s economic data, we recap industrial production, the Beige Book, EIA petroleum stockpiles, and ICI fund flows.
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Apr 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how stocks are richly valued relative to next year’s earnings estimates. We then take a look at how forecasters are now certain of an imminent recession. We close out tonight by showing Tech’s strength in leading the market higher while grossly outperforming banks which are seeing an uptick in bad debt charges..
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Apr 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the news that several states are beginning to strategize on how to reopen their economies. Next, we turn to several technical developments across the equities space before taking a look at today’s $140 billion of bill issuance. We finish with a look at the massive premiums in the high yield ETF space.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
