May 14, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the Eurozone’s economic surprised over the past few months while real yields are setting up in a bear flag pattern. We also highlight copper’s weakness. Then we turn to today’s release from the New York Fed to take an in-depth look at the debt of the American consumer. We finish with a look at today’s release of Import and Export Price Indices.
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May 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 recap of oil’s volatile session as well as LYFT and UBER’s rough trading. We then review the theory that equity markets are more prone to sudden and sharp drops. Next, we look at Fastenal (FAST) monthly sales which are a good proxy for the broad economy. We finish with a deep look at the New York Fed’s consumer expectations survey on inflation.
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May 10, 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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May 9, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a showcase of the only industrial metal to surge so far this year: iron ore. We go over some events that have acted as a catalyst for the metal. We also take a look at steel prices and what effect that has had on PPI data that was released today. Also in macro data, we review the US Trade Balance highlighting surging Chinese demand.
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May 8, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the S&P 500’s price action over the past few sessions, highlighting the large amount of buying from open to close. We also take a look at a few cyclical sector’s recent performance versus defensive counterparts. With little in the way of major economic data, we then turn our attention to the relationship between carbon emissions and economic growth. We finish tonight’s report with a look at ICI Fund Flows continued outflows from equities and EIA data showing a large drawdown in crude inventories.
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May 7, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, with equities down sharply so far this week, the VIX has been headed upwards leading the curve to flatten. We delve deep into what this means for the probability of the VIX dramatically surging like early last year. Next, we turn to yesterday’s Senior Loan Officer Outlook Survey courtesy of the Fed which showed some weaker lending and demand. We show some of this data like credit card, auto, and real estate lending in further detail. We finish off tonight’s Closer with a recap of today’s JOLTS report which was substantially stronger than forecasts.
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