Jan 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with various looks at how low volatility has been recently. Next, we review the S-1 of upcoming IPO Casper before checking up on the performance of 2019’s biggest IPOs. Turning to macroeconomic data, we show the December budget deficit data.
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Jan 10, 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 9, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide an update on what credit spreads are showing on the health of the economy as well as the Fed’s activity in the repo market. Next we take a look at the Department of Transportation’s freight volumes data then we show the results of today’s 30 year UST bond auction. We finish with an update on consumer comfort.
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Jan 8, 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 massive intraday reversal off of session highs for crude oil and what this means for the commodity and the Energy sector going forward. We also recap today’s EIA petroleum stockpile data. Next, we review the first 10 year Treasury note auction of the year. We then show how the C-suite has become more optimistic through the Duke CFO survey before closing things out with relative performance charts form Europe.
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Jan 7, 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 relationship between value and momentum stocks with the yield curve. We also take a look at real yields and EMFX. Turning to economic data, we review today’s factory orders and durable goods numbers before finishing with a recap of the trade balance.
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Jan 6, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review multiple reasons why gold’s recent run may not be entirely durable. We also shed light on the concerns around 2019’s gains being too reliant on a few major stocks. We finish with a look at the relationship between ISM and stock performance.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
