Jan 23, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as we enter the second week of the earnings season, we provide an updated look at beat rates as they fall back to more normal off of elevated levels seen in 2018. Given these earnings reports and the broad market decline in late 2018, we then take a look at the predictions of slowing GDP growth in the US and Canada. Next we cover the European Commission’s January consumer confidence data. We finish with economic data out of Brazil in the form of employment numbers and industrial confidence which both continue to recover from the recession only a few years ago.
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Jan 22, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review how trend lines for the S&P 500, Stoxx 600, and credit stacked up against today’s declines. We move on to discuss the huge miss in existing home sales this morning. We then model this indicator using factors such as consumer confidence and stock prices. We finish with Eurozone wage growth and lending standards.
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Jan 18, 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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Jan 17, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we give our thoughts on the current situation of trade negotiations following the volatile market response to headlines that the US is walking back on tariffs. With today finally providing a close above the 50-DMA for the S&P 500, we also review the improving technicals of the index; particularly in regards to breadth readings seen through the 200-DMA. Next, we cover the yield curve’s recent steepening. We finish tonight with a look at our Five Fed Manufacturing index updated with today’s release of the Philly Fed’s manufacturing index.
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Jan 16, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by breaking down the recent rally using a decile analysis of P/E, revenue growth, market cap, and performance during the sell-off. We follow that up by covering today’s NAHB Homebuilder Sentiment data which offered a conflicted picture of housing after strong reading from mortgage applications yesterday. We continue our analysis of sentiment in the economy with our Beige Book index by providing an updated look with today’s release. We wrap up tonight’s Closer with the CPI print released earlier today.
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Jan 15, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover how the S&P 500 leaped over the technically important 2600 resistance level today, but the real action was in Europe where Draghi cooed and UK Prime Minister Theresa May was dealt a historic defeat in the House of Commons. The failure of her Brexit Withdrawal Agreement does not alter the fundamental outlook for Brexit that much, which may sound counter-intuitive. We provide a full explanation of what happened during today’s Brexit vote and the likely path forward in tonight’s Closer. We also discuss oil intensity of economic activity and today’s Producer Price Index data from the BLS.
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