Mar 5, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the continued decline in small caps relative to the S&P 500 and outperformance of momentum stocks relative to value stocks. Next, we review the rapid changes in financial stress indices from the St. Louis Fed and Goldman Sachs. We also show the gold market’s reaction. Turning to economic data, we review today’s manufacturing data and Bloomberg Consumer Comfort.
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Mar 4, 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 market reaction to today’s rate cuts and where equities stand relative to short term rates. We then take a look at the record low yields in the US and abroad. Next, we show just how much bonds have outperformed equities before reviewing credit markets. We finish by looking through derivative markets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 3, 2020
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the market reaction to today’s rate cuts and where equities stand relative to short term rates. We then take a look at the record low yields in the US and abroad. Next, we show just how much bonds have outperformed equities before reviewing credit markets. We finish by looking through derivative markets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 2, 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 today’s rally in historical context before reviewing the price action of the VIX, rates, crude oil, copper, and high yield bonds. We then turn to US politics to look at where the Democratic candidates stand headed into Super Tuesday. We then show how consumer sentiment has been impacted by the coronavirus. We finish with a look at today’s construction spending data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 28, 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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Feb 27, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by reviewing the surge in EURUSD and how the markets are pricing in Fed cuts. We also show the VIX backwardation before showing just how sharp this sell-off has been. Next, we go over today’s GDP and regional Fed data before finishing with a recap of today’s durable goods orders.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
