Jul 12, 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 11, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we go over several factors that played into a brutal day for the bond market leading to a huge bear steepening at the long end of the curve. Namely, one of these factors was a very bad 30-year bond reopening which we look at the internals of. Next, we take a look at the strength of the consumer including the divergence between Bloomberg and other consumer sentiment indicators. After recapping today’s inflation data, we then give an updated look at the federal budget deficit.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 10, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at earnings estimates given the S&P 500’s 200-DMA, cyclicals rally, and bank’s underperformance. With Fed Chair Powell’s testimony on Capitol Hill acting as the day’s major catalyst, we then give an updated look at our Fedspeak monitor and some analysis on Fed policy. We finish with our weekly looks at ICI Fund Flows and EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 9, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a look at just how dramatic the underperformance of small caps relative to the S&P 500 has been recently. We delve a bit deeper into the potential reasons for this weakness. Turning to macroeconomic data, we then recap today’s release of JOLTS Job Openings which echoed some weakening that has been observed in other indicators like today’s NFIB small business data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 8, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s weak market breadth as well as the widening of credit spreads. Next, given the news of Deutsche Bank (DB), we provide some outlook for the rest of the European banking industry by taking a look at contingent convertible bonds and NPLs. We finish with Sentix analyst sentiment and Consumer Credit.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 5, 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!
