Jun 7, 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!
Jun 6, 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 the underperformance of small caps as the relative performance of the Russell 2000 versus the S&P 500 has hit a 52-week low. We also look into the decline in real yields and how this can impact markets and industrial production in the future. Next, we dig into today’s Federal Reserve’s Z.1 report to get a read on debt levels in the US economy.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 5, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, with the S&P 500 rallying over 2.5% in the past two days, we provide a decile analysis of the best and worst performers since the market’s peak on April 30th as well as forward performance following similarly strong gains. After reviewing the recent inversion of Eurodollars, we recap today’s massive miss in ADP payrolls and make better sense of what this could mean for Friday’s NFP data. We also review June’s Beige Book and weekly EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 4, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the internals of today’s surge in equity prices and evaluate how sustainable this rally could be given breadth and price action in credit markets. Next, we provide our analysis of how the disconnect between the market and the Fed in regards to rate cuts in the near future. We then update our Bespoke EMFX Index which has popped higher. We finish with a look at the bounce in automakers and today’s Factory Orders release.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 3, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as tech got smashed today as companies like GOOGL, FB, and AAPL are all now under investigation, we review what it means relative to the broader market. We then turn to what the front end of the UST curve is saying in regards of rate cuts and the probability of a recession. Next, we review the ISM Manufacturing report and the construction spending numbers for April.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 31, 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!
