Mar 25, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the second day of “dash for trash” including the bounce in homebuilders and mortgage REITs. We then delve into the MBS market before turning over to weekly ICI fund flows. Afterward, we look at the EIA’s weekly petroleum data and the results of today’s 5 year note auction.
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Mar 24, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review what factors drove today’s rally and where that leaves credit markets. We also show other ways that fixed income markets are returning to normal before reviewing today’s 2 year Treasury note auction. We close out tonight with a recap of our Five Fed Manufacturing Composite.
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Mar 23, 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 several assets which appear to have begun to stabilize. We then compare the COVID-19 situation in the US and Italy before taking an in depth look at the Fed’s actions that have taken place this past month. We close things out with a review of Eurodollar positioning.
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Mar 20, 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 19, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with reason that volatility may come down before turning to fixed income markets. Next we turn to the massive moves seen in crude oil. We finish with a look at weekly consumer comfort data from Bloomberg.
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Mar 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 couple points of optimism and the more concerning outlook for unemployment claims. Next, we review today’s housing starts data before turning to today’s EIA data and crude oil’s historic session.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
