The Closer: End of Week Charts — 1/3/20

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!

The Closer – Yields Capped, Volatility of Stocks, FAANG Flying, Claims, PMIs – 1/2/20

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin by reviewing the move in yields with regards to gold and utilities. We then take a look at total returns of equities and bonds adjusted for volatility. Next, we show just how rare it has been for the S&P 500 to close at an all time high on the first trading day of the year before reviewing the massive run for FAANG stocks recently.  We finish with some macroeconomic data including jobless claims and global PMIs

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Best & Worst, Biggest Impact, Home Prices, Confidence – 12/31/19

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we close out 2019 with a look at the best and worst asset classes this year as well as which stocks contributed the most to the Dow and S&P 500.  Next, we recap October home prices using Case-Shiller data updated today.  We finish by going over today’s release of the Conference Board’s Consumer Confidence data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Mean Reversion, Year-End Rotation, GDP, Manufacturing- 12/30/19

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we show how the recent pullback in equities has been a function of mean reversion and year-end rotation before reviewing today’s economic data including the trade balance, inventories, and our Five Fed Manufacturing Index.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 12/27/19

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.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!

The Closer – FICC Recap, Transport Data Mixed, Strikes Surge – 12/26/19

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the action in Treasuries and the dollar. We also review the continued rally for crude oil.  Next, we review truck and rail transportation data before finishing with a look at the impacts strikes and other worker stoppages have had this year.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!