Jan 15, 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 analyst earnings estimates which have been on the rise before reviewing returns on equity and credit markets for banks. Next, we review today’s release of PPI and update our Beige Book index. We then take a look at census data on business start ups. We close out tonight with our weekly look at EIA data.
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Jan 14, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at what copper and crude oil are suggesting for the health of the global economy. Turning to inflation data, we review today’s CPI release as well as what it means for the path of the Fed. In addition to today’s CPI release, we also look at leading inflationary indicators. We then glimpse at credit spreads before evaluating the attractiveness of APAC countries.
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Jan 13, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with various looks at how low volatility has been recently. Next, we review the S-1 of upcoming IPO Casper before checking up on the performance of 2019’s biggest IPOs. Turning to macroeconomic data, we show the December budget deficit data.
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Jan 10, 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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Jan 9, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide an update on what credit spreads are showing on the health of the economy as well as the Fed’s activity in the repo market. Next we take a look at the Department of Transportation’s freight volumes data then we show the results of today’s 30 year UST bond auction. We finish with an update on consumer comfort.
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Jan 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the massive intraday reversal off of session highs for crude oil and what this means for the commodity and the Energy sector going forward. We also recap today’s EIA petroleum stockpile data. Next, we review the first 10 year Treasury note auction of the year. We then show how the C-suite has become more optimistic through the Duke CFO survey before closing things out with relative performance charts form Europe.
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