Mar 31, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the S&P 500’s worst and most volatile quarter on record before reviewing today’s consumer confidence numbers from the Conference Board. We then take a look at equities’ inability to move above their 50-DMAs. Next, we look at quarterly BEA data on the net international investment position of the US and the latest in the Fed’s liquidity provisions. Looking to tomorrow, we close out tonight’s note with the typical intraday pattern of the first day of the new quarter.
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Mar 30, 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 small caps which are once again lagging. We then review positioning around Eurodollar futures before show our complete Five Fed Manufacturing Composite for March. Delving deeper into regional Fed data, we show the results of the various supplemental questions related to COVID-19 that the Dallas Fed asked in this month’s survey.
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Mar 27, 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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Mar 26, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a few reasons not to trust the current rally before turning to today’s strong 7 year auction. We then show what today’s initial jobless claims number means for the macroeconomic picture in Q2. We finish tonight with a theory as to why stocks have ripped higher this week.
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Mar 25, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the second day of “dash for trash” including the bounce in homebuilders and mortgage REITs. We then delve into the MBS market before turning over to weekly ICI fund flows. Afterward, we look at the EIA’s weekly petroleum data and the results of today’s 5 year note auction.
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Mar 24, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review what factors drove today’s rally and where that leaves credit markets. We also show other ways that fixed income markets are returning to normal before reviewing today’s 2 year Treasury note auction. We close out tonight with a recap of our Five Fed Manufacturing Composite.
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