Jan 30, 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 across sectors showing the persistent outperformance of the Technology and Utilities sectors as well as the Energy sector’s A/D line which has become very stretched. Then we recap tonight’s earnings reports with particular focus on Amazon’s (AMZN) blowout quarter. Next, we review today’s GDP release and quarterly homeownership and vacancy data.
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Jan 29, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review today’s FOMC meeting and Fed Chair Powell’s following presser in addition to the confusing market reaction. Next, we take a look at tonight’s major earnings announcements including Facebook (FB), Microsoft (MSFT), and Tesla (TSLA). Turning to macroeconomic data, we show how trade, inventories, and residential construction are poised to impact GDP. We also show financial conditions and fund flows before finishing with our weekly look at EIA data and the technical setups for oil and gasoline.
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Jan 28, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review two of the most widely anticipated earnings: Starbucks (SBUX) and Apple (AAPL). We then take a look at the record high price-to-sales ratio for the S&P 500 before turning to today’s manufacturing data. We finish by going over the CBO’s economic forecasts.
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Jan 27, 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 the drops in commodities and rates and what forward returns could look like. We also show the results of today’s’ 2-Year Treasury Note and 5-Year Treasury Note auctions. Turning to today’s macroeconomic data releases, we recap new home sales data for December. We finish tonight’s note with a review of regional Fed manufacturing data.
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Jan 24, 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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Jan 23, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with the implications of the uptick in Australian inflation expectations before turning to US politics. We show the current standings of the major Democratic candidates headed into the primaries. Next we recap the Conference Board’s Leading index and KC Fed manufacturing data. We finish with our weekly look at EIA data and an abridged version of our Fixed Income Weekly.
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