The Closer: End of Week Charts — 2/7/20

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 – Rotation, Rideshare, Energy, Productivity, – 2/6/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, begin with a decile analysis of the last 4 days and then go over Uber’s (UBER) earnings results.  Next we, take a look at the collapse of energy stocks and how they now take up a record low share of S&P 500 market cap.  Shifting to economic data, we delve into Q4 productivity numbers and Bloomberg’s weekly Consumer Comfort index.

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

The Closer – Dollar Breakout or Rollover, Trade Retreat – 2/5/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we show the US dollar’s breakout and some reasons to doubt a strong run.  We then take a quick look at the global auto industry before turning to the US trade balance.  We finish tonight with our weekly review of EIA data.

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

The Closer – Yield Bounce, Earnings Interest, Manufacturing Sales, States Lead – 2/4/20

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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 move higher in rates from a technical perspective as well as news out of Disney (DIS) and Facebook (FB). We then recap today’s durable goods data and Mexican remittance numbers. We finish tonight with a look at state-level leading indices.

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

The Closer – Tesla Soars, Google Flops, Construction, SLOOS – 2/3/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into Tesla’s massive run-up over the past few weeks and where that leaves the company relative to other global auto manufacturers. Next, we review Alphabet’s (GOOGL) earnings before turning to today’s macroeconomic data including construction spending and the Federal Reserve’s first-quarter Senior Loan Officer Outlook Survey (SLOOS).

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 — 1/31/20

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!