Aug 23, 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.
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!
Aug 22, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as retail stocks surge, we show just how rare the move for the industry is and what it could mean going forward. Next, we review some of the disappointing manufacturing data released today before turning to some more positive economic data shown in the Conference Board’s Leading Indicator. We finish with a recap of today’s strong 30-year TIPS reopening and what has been driving rates recently.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 21, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at the movement in the VIX relative to the move for equities. We also review the technicals of the 2-year yield and crude before moving onto the surge in solar stocks this year. Turning onto macroeconomic data, we look at today’s stronger than expected existing home sales and we take an in-depth look at the CBO’s economic projections. We finish with our weekly recap of EIA petroleum stockpile data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 20, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as crude oil fails to break out, we show the ominous head and shoulders pattern in copper futures. We also show how gold’s rally has been consistent with the drop in the 10-year yield. Next, we review the break down in the tracking of bank stocks and preferred securities while the market prices in significant rate cuts over the next two years. Since retail was the only industry group to finish the day higher, we show forward performance following similar instances before finishing with a look at some Canadian economic data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 19, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, given the movement in rates and the SPY, we begin by showing forward performance following similarly large moves. We also take a look at the break out of the dollar. We finish with an update on our probit regressions based on USTs and economic data which are forecasting two very different outcomes.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 16, 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.
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!
