Sep 19, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by evaluating the resistance that both US and European stocks find themselves at. We also show what the credit market is suggesting the next move may be. Next, we review today’s large slate of economic data including the Leading and Coincident indices, first of the September inputs of our Five Fed Manufacturing Composite, Existing Home Sales, and Current Account balance.
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Sep 18, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of today’s FOMC rate cut and the subsequent market reaction. Next, we review Eurostat harmonized index of consumer prices including the US based series. Then we take a look at Duke University’s CFO survey which showed another weak quarter in terms of economic optimism. We finish tonight’s note with our weekly looks at EIA petroleum data and ICI fund flows.
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Sep 17, 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 pauses in the recent runs of small caps, high yield energy, and crude oil. We then review today’s release of industrial production before explaining what’s been going on with the New York Fed’s open market operations given the action in repo markets.
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Sep 16, 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 how breadth stacks up to the recent run-up in equities. We then show the evolution of our decile analysis based on YTD performance before showing the surge in crude oil in the context of EUR. Next, we review the GM strike and the historical implications on the market. We also show the remarkable uptick in strikes recently. We finish with a rundown of today’s Empire Manufacturing data..
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Sep 13, 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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Sep 12, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by seeing just how common a seven consecutive day rally in the 10-year yield is as well as the difference between the S&P 500 and its individual sectors in regards to all-time highs. We then show the implications of ECB policy on European banks. We also finish with a slug of economic data including Bloomberg Consumer Comfort, CPI, Continuing Claims, and the monthly budget balance.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
