Feb 20, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing why the weightings of the homebuilders and semis are not sending any worrying signals. Next, we update out Five Fed Manufacturing composite with the releases of the Philadelphia and Empire State readings. We finish tonight with a look at EIA petroleum stockpiles.
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Feb 19, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we first give our thoughts on the massive move in USDJPY before turning to the continued rally in precious metals, namely silver. Pivoting over to the Fed minutes released today, we then show market projections of monetary policy. Next, we review today’s strong housing data and producer prices.
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Feb 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 look at gold’s rally across currencies and crude’s move back into contango. We then show just how much Apple (AAPL) contributed to the S&P 500’s declines today before turning to TIC flows. Switching over to international data, we also show Singapore trade and Hong Kong container data.
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Feb 14, 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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Feb 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the bounce in more cyclical commodities and equities’ valuations. We also provide an update to EUR’s selloff before reviewing European stocks and their expected EPS over the next year. We then recap today’s 30 year bond auction. Turning to economic data, we review today’s inflation data.
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Feb 12, 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 how EPS estimates have changed for large and small caps. We also show what the put-call ratio and ETF flows are indicating about sentiment. Expanding on this topic, we recap this week’s ICI fund flow data. Turning to economic data, we review today’s Treasury data on the deficit. We finish with our weekly review of EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
