Nov 27, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we go through the day’s releases beginning with a recap of GDP. Next, we delve into manufacturing data with the release of durable goods and the Chicago PMI. We recap personal income and spending figures before finishing with an updated look at our Beige Book Index and weekly EIA data..
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Nov 26, 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 small caps which are breaking out despite earnings estimates still lagging. We also show the lagging performance of banks on the basis of market cap. We then review the large slate of economic data beginning with the much stronger than expected goods trade deficit and inventories numbers and its impact on GDP. Next, we show the drivers of the goods deficit, new home sales, and finally our Five Fed Manufacturing Index.
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Nov 25, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, given the shortened week, we begin with a note on seasonality of volumes during the Thanksgiving week. Next, we review the recent damage done to soybean futures. Staying on the topic of commodities, we then take a look at the balance of payments for petroleum and petroleum products. We finish with global trade data and production data from the Netherlands; statistical agency.
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Nov 22, 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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Nov 21, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, after a look at where valuations stand, we delve into the market’s reaction to the political happenings in Israel. Then we show the continued sideways movement of the Leading/Coincident Index. Next, we give an update on Bloomberg’s Consumer Comfort Index which has seen a steady drop in Republican sentiment. Going off of this, we show some of the inconsistencies in consumer based data. After reviewing today’s existing home sales data, we finish with an update on our Five Fed Manufacturing Composite with the addition of the Philly Fed’s index.
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Nov 20, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, after looking at equities’ ability to shrug off negative trade headlines today, we recap the most recent Fed minutes. Given the surge in oil today, we then review one of the bullish catalysts: the weekly EIA stockpile data. We finish a read on investor positioning via ICI’s weekly fund flow data.
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