Oct 8, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the longer term trends of increasing volatility alongside lower volumes. We then look at Census data on the best and worst states for small business creation. Next, in the wake of Fed Chair Powell’s announcement today, we give some insight into the Fed’s balance sheet. We finish with a recap of today’s PPI data.
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Oct 7, 2019
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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 relative performance of various parts of the market including industrials, homebuilders, and semiconductors. We then review how emerging market FX has performed in 2019. We finish with a bit of macroeconomic data including credit data and railroad volumes.
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Oct 4, 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 3, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as equities found technical support today, we show the bull steepening of the curve and what it means in regards to policy. Next, we show other times that the S&P 500 experienced big intraday reversals as it did today. We finish with a look at today’s manufacturing data including durable and capital goods as well as consumer confidence and spending data.
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Oct 2, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show just how bad breadth was today across GICS Level 2 industry groups with particular focus on the weakness in autos, despite stronger data. Next, we turn to some housing data including MBA’s mortgage applications and monthly mortgage payment performance from Black Knight. We finish with our weekly looks at EIA petroleum stockpiles and ICI fund flows.
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Oct 1, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we first take a look at stocks’ triple top and the dollar’s double top. We then turn to macro data including the small miss in construction spending and weak ISM data, which has negative implications for the economy. Finishing on a more positive note, we show performance after similarly bad starts to Q4.
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