Mar 15, 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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Mar 14, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a note on small cap’s drastic underperformance so far this month. As the VIX reached a 100-day low yesterday and again today, we show the returns of the S&P 500 following other times that the VIX has seen these kinds of movements. Next, we highlight an interesting trend in Initial Jobless Claims so far this cycle as the indicator shows some signs of slowing momentum. Staying on the topic of labor markets, we also show the pickup in Continuing Claims which, like Initial Claims, are turning yellow. We finish with a brief look at investors hesitation to reenter equities based on fund flows into mutual funds and ETFs.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 13, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss a number of reasons why the BRIC countries look bullish, including nice upside momentum versus the rest of the world. We also discuss bullish US equity market internals, recent earnings strength, and positive intraday market action.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 12, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a recap of today’s rejection of the Brexit deal and the continued turbulence in Boeing (BA). Next, we break down the S&P 500 industries distance from their 52-week highs. We note that the three industries closest to their 52-week highs are all Utilities. On the other hand, we look at Metals and Mining which currently sits the furthest from its highs, though, we show why the industry is not necessarily unattractive. We finish with a look at today’s release of NFIB Small Business Optimism and CPI.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 11, 2019
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The S&P 500 managed to re-take its 200-day moving average today after just one day below it, and this sets the stage for a fourth test of resistance at 2,818 in the coming days/weeks. In tonight’s Closer sent to Bespoke Institutional clients, we take a look at Monday gains of 1%+ for the S&P 500 over the last ten years and whether the upside momentum to start the week typically continues for the remainder of the week. We also provide a big update on analyst Buy, Sell, and Hold ratings and how analyst sentiment has changed since the S&P peaked nearly six months ago on September 21st.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 8, 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!
