Apr 2, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by reviewing crude oil’s record setting session. We then go into the Federal Reserve’s H.4.1 report on the Fed’s balance sheet. Turning to macroeconomic data, we review US trade data for February including US-China trade data. We close out tonight’s note with a look the geographic impact of COVID-19 on jobless claims and restaurant revenues.
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Apr 1, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how the past couple of day’s price action is similar to the start of the bear market. We then delve into the Fed’s repo operations before turning to over to today’s ISM release. We close out tonight’s report with a look at the shock to petroleum stockpiles and demand as well as weekly fund flows.
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Mar 31, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the S&P 500’s worst and most volatile quarter on record before reviewing today’s consumer confidence numbers from the Conference Board. We then take a look at equities’ inability to move above their 50-DMAs. Next, we look at quarterly BEA data on the net international investment position of the US and the latest in the Fed’s liquidity provisions. Looking to tomorrow, we close out tonight’s note with the typical intraday pattern of the first day of the new quarter.
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Mar 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 at small caps which are once again lagging. We then review positioning around Eurodollar futures before show our complete Five Fed Manufacturing Composite for March. Delving deeper into regional Fed data, we show the results of the various supplemental questions related to COVID-19 that the Dallas Fed asked in this month’s survey.
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Mar 27, 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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Mar 26, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a few reasons not to trust the current rally before turning to today’s strong 7 year auction. We then show what today’s initial jobless claims number means for the macroeconomic picture in Q2. We finish tonight with a theory as to why stocks have ripped higher this week.
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