Oct 16, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the record level in EURNOK and reversal in the past couple of years build up in UST long positioning. We also show what precedent the largest banks have set for earnings given their results so far. We also take a more quantitative look at the Fed’s Beige Book with our Beige Book Index. We finish with our weekly recap of fund flows.
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Oct 15, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we evaluate the potential of a bounce in small caps as well as what the solid results from JPM, C, UNH, and JNJ could mean for the rest of earnings season. Later on we show the breakout for banks and forward performance of the S&P 500 following similarly strong starts to earnings season. We also look at the move in Treasuries including the 3m10y curve closing in positive territory. We finish with a review of the New York Fed’s data on inflation expectations.
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Oct 14, 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 markets’ reaction to geopolitical tensions in Turkey. Next, we show just how low volumes were in today’s session followed by the breakdown in correlation between the energy sector and crude oil. We finish with a bit of macroeconomic data including Cass Transportation’s freight volumes and the Empire State manufacturing report.
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Oct 11, 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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Oct 10, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, despite the strong performance across assets today, we make note of the brutal performance of the Russell 2000 as well as the ridesharing stocks. We then take a look at some factors in the steepening of yields including today’s 30 year bond reopening and the recent bill rally. We finish with a review of today’s CPI release.
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Oct 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 look at the massive flow from equity mutual funds into fixed-income funds. We then review the consolidation of FANG stocks and today’s Fed minutes. Turning to economic data, we take a deep dive into the details of today’s JOLTS data before finishing with weekly EIA data.
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