Mar 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 several assets which appear to have begun to stabilize. We then compare the COVID-19 situation in the US and Italy before taking an in depth look at the Fed’s actions that have taken place this past month. We close things out with a review of Eurodollar positioning.
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Mar 20, 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 19, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with reason that volatility may come down before turning to fixed income markets. Next we turn to the massive moves seen in crude oil. We finish with a look at weekly consumer comfort data from Bloomberg.
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Mar 18, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a couple points of optimism and the more concerning outlook for unemployment claims. Next, we review today’s housing starts data before turning to today’s EIA data and crude oil’s historic session.
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Mar 17, 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 market reactions to the massive amount of stimulus announced around the world. We then show a few troubling signs for the labor market. Next, we show one of the reasons the Fed has stepped in to preserve credit flows. We also review the move in breakeven yields before finishing with the moves in derivative markets.
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Mar 16, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the historic session as DC makes plans to provide stimulus to the American public. We then show what the drop in GDP could look like as a result of Covid-19. Next, we the massive move in the S&P 500 and dollar as well as the normalization in Treasury markets. We finish with a look at just how bad breadth has been in the past couple of weeks.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
