Mar 7, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as the S&P 500 sharply rejects resistance from Q4 highs, falling below the 200-DMA, we provide an update on the technicals of the index in addition to 10-year treasury yields and our EMFX Index. Next, we move on to cover the inversion of the term structure of the VIX curve. In economic data, we recap today’s release of quarterly productivity and labor costs data and provide some insight to the current cycle’s soft wage growth. We finish tonight’s note with an in depth look at the release of the Fed’s quarterly Z.1 report.
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Mar 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 note on the recent weakness of small caps after they saw their worst day of the year today. Next, we turn to US Census data on the December trade balance which showed a decade high deficit in 2018. We take an in depth look as to the causes of this deficit before finishing with our weekly looks at EIA petroleum data and ICI’s mutual fund flows.
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Mar 5, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, on a quiet day in macro data, we make note of the broken uptrends given the recent pause in stocks and high yield credit. We then take a look at the lack of movement in the VIX and breadth in Europe. Turning to macro data, we analyze the Bank of International Settlements (BIS) quarterly credit data which showed significant slowing. We finish with a look at today’s New Home Sales report which beat estimates giving a bit more of an optimistic tone to housing.
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Mar 4, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, on a quiet day in macro data, we turn to the upcoming IPO of ride-sharing giant Lyft. We take a look at the company’s annuals and offer some forecasts as to the growth prospects. We finish with a note on today’s Construction Spending data which showed the weakest YoY growth in the post-recession period.
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Mar 1, 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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Feb 28, 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 which stocks have been the best performers since the market peaked earlier in the week. We also give an update on the further breakout of the 10 year note that we mentioned yesterday. Next, we show the rapid decline in the US petroleum trade deficit. In spite of negative tones around housing, we then show how Q4 data out of the Census is showing a strong housing market. We finish with a deeper look into today’s GDP numbers which showed a still stagnant share of labor income but a pickup in investment.
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