Dec 6, 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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See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
Dec 5, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the gaps that have gotten filled for banks, technology, and quality factor ETFs before delving into today’s trade balance data which was much narrower than forecast. We take a look at the major drivers of this narrowing in terms of products and countries. We finish with a look at October new orders, sales, and inventories data and the turnaround in Canada’s Ivey PMI.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 4, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing a decile analysis of what stocks led today’s rally. We also show the relative performance of the equal weight S&P 500 and commodities. We then review Chinese PPI data and the outlook for commercial paper in the US. Next, we recap today’s Bank of Canada rate decision. We finish with a note on petroleum data including the end of the deficit in net exports.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 3, 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 the current repo market environment. Given the light day for US data, we then take a look at European autos data. We finish with Mexico’s very negative PMI data and the surge that biotech has experienced recently.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 2, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, given the impact trade headlines have had on the market in the past year, we begin with a look at how little tariffs have been mentioned in the news recently. We also show the rare simultaneous movements of stocks, rates, and the dollar. Next we make note of where global manufacturing activity stands and what it means for the economy and forward equity returns. We finish with a review of today’s construction spending data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 29, 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.
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!
