The Closer: End of Week Charts — 3/13/20

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.


The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!

The Closer – Thursday Thrashing: Fifth-Worst Day for Stocks of All-Time – 3/12/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, after the S&P 500 experienced one of its worst days on record we take a look at some of the other extremes in markets both in the US and abroad. Next, we show some broken aspects of fixed income markets including airline bonds and mortgages. We finish with a look at the declines in Brazil and Canada.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Weary Wednesday: New Lows As Markets Start Breaking – 3/11/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing just how steep the past three week’s declines have been and what it means for the US Dollar.  Next, we delve into the substantial moves in credit markets and Treasury markets. Then we turn to today’s economic data including CPI for Feburary and EIA petroleum stockpile data. We finish with a look at the deteriorating technical setups of crude oil and small caps.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Turnaround Tuesday, But Corporates Are Cancelled – 3/10/20

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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 internals of today’s rally and what the move in corporate bonds have looked like.  We then show what the effect falling rates have had on banks and homebuilders. Next, we recap today’s brutal 3 year note auction before finishing with Census data on national rental vacancy rates.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Manic Mondays – 3/9/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we recap today’s historic session in which the S&P 500 fell by its largest amount since the financial crisis.  We show what stocks drove these declines before evaluating claims that low oil prices will be a good thing for the economy. We finish by looking at what weakness in energy means for credit markets.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 3/6/20

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.


The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!