The Closer: End of Week Charts — 11/1/19

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!

The Closer – Spooky Price Action, Scary Savings, Wicked Wages – 10/31/19

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we go over the technical picture of US stocks following today’s declines. We then show how earnings expectations have shifted recently for both small and large caps. Next, we review today’s economic data beginning with Core PCE which was weaker. We also show the rise in household savings rates and the mixed bag that was today’s Employment Cost index.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Last Fed Cut, Earnings Madness, IPO Sadness, GDP Solid – 10/30/19

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we recap today’s FOMC decision and the subsequent response in the markets.  Given the over 150 earnings reports that came out after the close, we then glance at some of the more notable reports that came out tonight. Given Beyond Meat’s (BYND) massive decline on earnings yesterday, next, we take a look at its performance relative to other IPOs over the past few years.  We finish tonight by reviewing today’s economic data including an in-depth analysis of what drove GDP in the third quarter and an update on EIA petroleum data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Small Cap Run, Auto Merger, Health Care, Home Prices, Dems – 10/29/19

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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 outperformance of more cyclical stocks including small caps before going over the news of a potential Fiat-Chrysler and Peugeot merger.  We then review Health Care’s outperformance before recapping today’s housing data. We finish with a brief update on the Democratic primary.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Change in Tone, Economic Data Deluge – 10/28/19

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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 market’s change in tone regarding risk.  We then look at how the United States’ share of global market cap has declined. Next, we review all of today’s economic data including the Chicago Fed’s National Activity Index, the Dallas Fed’s manufacturing results, monthly data on the federal government’s budget, and finally, retail and wholesale inventories.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 10/25/19

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!