Jul 30, 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 just how low real yields have gotten around the world and the divergence between the relative performance of Industrials versus Utilities and the 10-year yield. We then dive into today’s release of personal income and spending data. We also review some other minor releases like pending home sales and consumer confidence. We finish with a look at recent trends in home prices.
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Jul 29, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we dive into telecoms; taking a look at price action on both a short and longer-term technicals. Next, with the Dallas Fed’s release this morning, we show a complete view of our Five Fed Manufacturing Index. We finish with a look at market reactions to recent Brexit developments including the steep drop in GBP and the underperformance of UK equities.
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Jul 26, 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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Jul 25, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, Given today’s inside day reversal, we show performance following other times this pattern has been observed following all-time highs. We also review the market reaction to confusing policy news out of Europe. We follow up with a discussion of what tomorrow’s GDP release could look like given recent data like the Census Advance Economic Indicators and Durable Goods. We finish with an update of our Five Fed Manufacturing composite with the addition of the Kansas City Fed’s index.
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Jul 24, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at semiconductors as SMH has broken out to a new all-time high. We also look at the movements in the 3m10y yield curve while cyclical machinery and bank stocks begin to breakout. Turning to economic data, we review today’s New Home Sales release. We also show what staffing provider Robert Half’s (RHI) earnings report indicated on the labor market. We finish tonight with our weekly look at ICI fund flows—showing another week of equity outflows—and EIA data showing a massive drop in production.
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Jul 23, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by showing the breakout of SPY above its July consolidation. We also show a decile analysis of year-to-date performance based on multiple factors like dividend yield, 2018 change, and P/E ratio. Next, we cover today’s miss in existing home sales and finish with an update of our Five Fed Manufacturing Composite after today’s very weak Richmond Fed release.
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