Feb 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 look at gold’s rally across currencies and crude’s move back into contango. We then show just how much Apple (AAPL) contributed to the S&P 500’s declines today before turning to TIC flows. Switching over to international data, we also show Singapore trade and Hong Kong container data.
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Feb 14, 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 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the bounce in more cyclical commodities and equities’ valuations. We also provide an update to EUR’s selloff before reviewing European stocks and their expected EPS over the next year. We then recap today’s 30 year bond auction. Turning to economic data, we review today’s inflation data.
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Feb 12, 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 how EPS estimates have changed for large and small caps. We also show what the put-call ratio and ETF flows are indicating about sentiment. Expanding on this topic, we recap this week’s ICI fund flow data. Turning to economic data, we review today’s Treasury data on the deficit. We finish with our weekly review of EIA data.
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Feb 11, 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 term structure of WTI futures and Democratic primary odds headed into tonight’s New Hampshire primary. Next, we delve into what pollution data out of China is indicating for activity in the country. Moving onto US economic data, we show the big drop in job openings and take an in-depth look into Q4 consumer debt growth.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 10, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show SPY’s outside day reversal which was the first that left the ETF at an all-time high. Next, we get an update on the standings of Biden, Sanders, and Bloomberg in the Democratic primary. We then take a look at the Tech sector’s weighting in the S&P 500 relative to history. Turning to FX, we show how emerging market currencies have been impacted by the 2019-nCov saga. We finish tonight by shedding some light on the Baltic Exchange Dry Index and Capesize Index which has reached a record low.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
