Feb 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.
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Feb 7, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as the dollar has rallied 1% over the past six days, we provide a look at how domestics have been performing versus international equities. Given this, we provide a list of some attractive names using our Stock Scores and International Revenues Database. Next, we continue our discussion on the German auto industry using new order and production volumes. We cap off tonight’s Closer with the weekly look at fund flows which showed a slightly less positive picture.
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Feb 6, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss equities’ prospects of continuing on to new highs given that major indices are beginning to press against their 200-DMAs (an indicator that has proven to be tough resistance in the current drawdown). We also take a look at how EPS estimates have begun to shift. Next up, with the US Census finally releasing trade data for November after the indicator had been delayed due to the shutdown, we take a look at the decline in the trade deficit. Staying on the topic of trade, Chinese trade balance data was also released today which we provide an update to and what these trade balances could mean for growth. We finish by taking a look at the pullback in EMFX as well as what a few asset markets—including the euro-Swiss franc and a composite of nominal 10 year yields from around the globe—are indicating about the global economy.
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Feb 5, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as we are about halfway through earnings season, we take a look at what has impacted the reaction to earnings reports the most as “beating earnings, miss revenue” (BEMR) and EPS beats with raised guidance (BERG) have become more common. We move on to review the Fed’s senior loan office survey data which showed discouraging declines across loan types. We delve deep into a variety of credit demand and credit standards before finishing with a recap of today’s ISM service data.
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Feb 4, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss the outlook of small caps given the Russell 2000’s strong breadth over the past several weeks. We also make note of the Consumer Discretionary sector’s outperformance relative to Consumer Staples to a greater degree than predicted by the ten-year yield. Staying on the topic of outperformance, next, we turn to synthetic credit default swap indices as they outperform cash high yield bonds. We then take a look at the S&P 500’s revenue growth to see that despite apparently peaking indicators, the economy is still healthy. Further in economic data, today saw the release of November (the indicator has been postponed due to the government shutdown) manufacturers’ orders, shipments, and inventories which we provide an update to. We finish tonight with an update on the Canadian economy by taking a look at consumer confidence and auto sales..
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Feb 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.
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!
