Dec 16, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide an update on international fund flows, highlight a breakout for European equity indices, and show how stocks with heavy international revenue exposure are outperforming since the latest trade deal was announced.
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Dec 13, 2019
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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Dec 12, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the market reaction to news that China and the US have come to an agreement on trade. We also take a look at the technical setups of the USD and copper before recapping today’s very strong 30 year bond auction. Turning to macroeconomic data, we review today’s PPI data which missed expectations. We also give an update to quarterly flow of funds data released today by the Fed.
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Dec 11, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, in the wake of the FOMC’s rate decision we recap the market reaction and which assets are poised to gain the most from where policy stands. Given the FOMC’s focus on inflation, we then review recent inflation data including today’s CPI release which was stronger than expected. We also take a look at the federal government budget before finishing with EIA data.
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Dec 10, 2019
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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 breakout of two year yields as the copper to gold ratio and Russell to S&P 500 ratio confirm the move. Next, we delve into some of the details of today’s nonfarm productivity and costs report including manufacturing productivity and the steady rise in labor costs. We finish on a note about recent crude inventories and what API data is forecasting for tomorrow’s EIA release.
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Dec 9, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of copper’s breakout after Friday’s rare 3% rally. Next, we look at what has driven stocks in the US and Europe with a decile analysis based on several factors like leverage, EPS growth, dividend yield, P/E, and more. We finish with Commitment of Traders data showing investors going long crude and short interest rates.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
