Apr 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how breadth has been lagging the indices’ gains over the past few sessions. Next, we take a look at what the official end of the bear market means before pivoting over to today’s 30 year bond auction. We then show the record increase in crude oil inventories and normalizing fund flows.
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Apr 7, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the wild session on Wall Street with a look at where implied volatility stands. We then show crude oil’s role in today’s action before pivoting over to the different moves across market caps. We close out tonight with a look at commercial paper.
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Apr 6, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the S&P 500’s break above resistance also reviewing what happened with the VIX and crude oil. We then take a look at performance based on changes in earning estimates, valuations, and performance during the worst of the sell-off. Next, we show the huge rally for high yield bonds before delving into the latest in Fed stimulus. We close out tonight with a review 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!
Apr 3, 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 2, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by reviewing crude oil’s record setting session. We then go into the Federal Reserve’s H.4.1 report on the Fed’s balance sheet. Turning to macroeconomic data, we review US trade data for February including US-China trade data. We close out tonight’s note with a look the geographic impact of COVID-19 on jobless claims and restaurant revenues.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 1, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how the past couple of day’s price action is similar to the start of the bear market. We then delve into the Fed’s repo operations before turning to over to today’s ISM release. We close out tonight’s report with a look at the shock to petroleum stockpiles and demand as well as 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!
