Aug 15, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as small caps and US equities on a relative basis test support, we show the massive short interest in copper. After today’s massive slug of economic data, we recap the releases of quarterly productivity and costs, Empire State and Philly Fed indices, industrial production volumes, retail sales, homebuilder sentiment, and finally, the improvement in the Citi Economic Surprise Index.
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Aug 14, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we compare the price action of the S&P 500 so far in 2019 to what things looked like in 1998. We then show what performance looks like following other moves of down 1% one day, then up 1%, and finally down 2% the next day. After that, we evaluate WeWork’s fundamentals before turning to weekly EIA and ICI Fund Flow data.
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Aug 13, 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 S&P 500’s second rejection of the 50-DMA, weak 52-week bill auction, and the chaos in the VIX curve. Turning to macroeconomic data, we then review today’s CPI before taking an in depth look at consumer debt.
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Aug 12, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a quick brief on the technical outlook of the S&P 500’s rejection of the 50-DMA. We also show some market internals including how Industrials are lagging Utilities as well as earnings estimates. Staying on the topic of earnings, we take a look at retailers ahead of their upcoming quarterly reports. Then, we take a look at Argentina after today’s 37% decline in the country’s stocks. Moving on to currencies, we show why the move to new lows for USDJPY is not necessarily bearish before finishing with a look at the federal government’s budget statement.
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Aug 9, 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 8, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we give a quick update on the technicals of the S&P 500 this week, showing the double bottom made over the past few sessions. We also show where the S&P now sits within its trading range, the relative strength of the sectors since the Fed’s rate cut, and recent price action in semis. We finish with a look at this week’s Initial Jobless Claims and AAII sentiment survey before one final note on earnings.
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