Jul 3, 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 what today’s surge into an island (low price above all other highs) means for stock prices going forward. We also discuss the ongoing surge in iron ore prices, record interest rate risk in corporate bond markets, today’s economic data, and how Q2 GDP is shaping up.
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Jul 2, 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 trends in the 200-day moving averages of the S&P 500, WTI Crude Oil, the Russell 2000, and the 10-year. We then show the rarity of the S&P’s 200-day rising while other assets are not looking as optimistic. With little in economic data out today, we then show Eurozone and US auto sales and yesterday’s construction spending which continues to show collapsing home improvement.
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Jul 1, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide our decile analysis of the S&P 500 for the month of June. We also look to see how sectors that perform best or worst in the 1st half of the year typically perform in the 2nd half. We update S&P 500 sector weightings and how they changed in the first half, and we finish the report off with a look at today’s better than expected ISM Manufacturing report.
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Jun 28, 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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Jun 27, 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 some bearish technical divergences in interest rate markets as well as a look at Ford (F) given the announcement of a reorganization of the company’s European activities. We then look at Bloomberg’s Consumer Comfort Index which came in at the highest level in 20 years. We finish with a final look at our Five Fed Manufacturing Composite for June with the release of the Kansas City Fed’s Activity index.
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Jun 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 the hit small caps have taken, but provide a reason for optimism in the space. Given the spike up in oil from geopolitical factors and today’s EIA data, we then show the strength of the energy sector and CAD. We also review how financial conditions are using a composite of indices from Goldman Sachs, Bloomberg, and the Chicago Fed. Further in economic data, we make sense of today’s messy durable goods release followed by a recap of the trade balance and inventories. We finish tonight with our weekly look at ICI fund flows.
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