Sep 3, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show how US equity markets have stacked up against emerging markets. We also show the underperformance of Brent versus WTI crude oil before turning to our thoughts on the blowout of recent manufacturing data, especially in regards to ISM New Export Orders. We finish with a note on today’s construction spending release.
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Aug 30, 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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Aug 29, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as banks begin to gain momentum, we take a look at forward returns following other times bank stocks have risen 1% or more in three of the past four sessions. We also show a potential technical reason for a reversal in yields. Turning to macro data, we take an in-depth look at today’s GDP release including how corporate profits are looking, how wages and salaries have played into national income, and how weak RV data from last week conflicted with today’s consumption data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 28, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as the S&P 500 remains rangebound in August, we take a look at the recently lower correlation between stocks and rates. Ahead of tomorrow’s GDP release, we also give an updated look at the Atlanta Fed’s GDPNow growth tracker. Next, we review weekly fund flow data, including data on mutual funds and ETFs. We then recap recent Mexican macro data before looking at the impressive results in this week’s EIA data.
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Aug 27, 2019
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As a quick programming note, tune in to see Bespoke’s Paul Hickey on CNBC’s Squawk Box tomorrow morning at 7 AM ET.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the S&P 500 stocks that have been the biggest contributors to the S&P 500’s gains so far in 2019. We also look at the stocks that have driven the index the most over the past 12 months. Finally, we take a look at today’s economic data releases that were centered around housing and manufacturing.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 26, 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 copper’s 52-week low as the 2s10s curve made new flats for the cycle. We also show the lag in the drop in mortgage rates compared to bond yields. Next, we show just how much investors have flocked to defensive sectors this year before finishing with a review of today’s manufacturing data including durable goods and our Five Fed Manufacturing Composite.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
