Jan 14, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, if you have been thinking that intraday moves have been pretty strong recently, then you would be right. We take a look at this through the impressive streaks that the VIX has been on. Next, we move across the pond and take a glance at the trends of European indices as they currently stand and follow it up by covering APAC indices. We then finish by reviewing housing data out of Canada as seen through the Teranet/National Bank home prices.
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Jan 11, 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.
Below is a snapshot from today’s Closer showing the divergence in the US and Eurozone Citi Surprise Indices. While the Eurozone has continued to make lower lows, US data has begun to pick back.
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Jan 10, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a peek at what volatility markets have had to say during the recent sell-off and the following rally. Next, we review consumer comfort levels reported in Bloomberg’s weekly Consumer Comfort survey, more specifically, the correlation between Republican comfort and equity prices. With further Fed speakers, including Chair Powell, providing additional commentary today, we then provide an updated look at our Fed speak monitor. We finish with a look at commercial paper markets’ recovery to normal as the Fed has hiked rates.
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Jan 9, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide some insights as to where equities are likely to go as today marked the fourth straight day of gains. Next, we review the USD dropping below 200-DMA for the first time since May while credit markets continue their historic rally. Then we move on to cover today’s decision by the BoC to leave rates unchanged while taking a more hawkish tone; we go over what this has means for USDCAD. Staying on the topic of central banks, we recap the FOMC meeting minutes from December with an updated look at our Fedspeak monitor. We round out tonight’s closer with the first EIA release of 2019.
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Jan 8, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss the strong breadth levels of past few days. We then take a deep dive into credit markets to talk about rising prices in the high yield bond markets, financial conditions loosening, insane credit spread compression, and what this all means for equities headed forward. Next, we move onto the resurgence of loan ETFs after massive outflows at the end of 2018 and what that could mean for bank stocks. After briefly going over the performance of cyclicals and small caps, we finish by touching on some details of today’s JOLTS report.
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Jan 7, 2019
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide commentary on the market’s recent reactions to the actions of the President; namely in response to today’s announcement of a live TV briefing. Next, we take a brief look at the S&P 500’s “all or nothing” days in recent months. We then break down the post-Christmas rally by sector before turning to a few trends seen in EM equities in regards to technical analysis. After that, we cover the movements in oil prices along with the term structure of WTI contracts. We finish by taking a look at what has put pressure on the fixed income market’s yield and the recent declines in the US dollar.
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