Apr 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how stocks are richly valued relative to next year’s earnings estimates. We then take a look at how forecasters are now certain of an imminent recession. We close out tonight by showing Tech’s strength in leading the market higher while grossly outperforming banks which are seeing an uptick in bad debt charges..
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Apr 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the news that several states are beginning to strategize on how to reopen their economies. Next, we turn to several technical developments across the equities space before taking a look at today’s $140 billion of bill issuance. We finish with a look at the massive premiums in the high yield ETF space.
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Apr 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how breadth has been lagging the indices’ gains over the past few sessions. Next, we take a look at what the official end of the bear market means before pivoting over to today’s 30 year bond auction. We then show the record increase in crude oil inventories and normalizing fund flows.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 7, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the wild session on Wall Street with a look at where implied volatility stands. We then show crude oil’s role in today’s action before pivoting over to the different moves across market caps. We close out tonight with a look at commercial paper.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 6, 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 S&P 500’s break above resistance also reviewing what happened with the VIX and crude oil. We then take a look at performance based on changes in earning estimates, valuations, and performance during the worst of the sell-off. Next, we show the huge rally for high yield bonds before delving into the latest in Fed stimulus. We close out tonight with a review of today’s 3 year auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 3, 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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