Jan 4, 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 comparing the average performance of all the G10 currencies versus their peers. A clear distinction can be made of the drastic outperformance of the Japanese Yen—a currency often considered as a safe haven—in recent weeks as a global slowdown weighs heavy on investor minds.
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!
Jan 3, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover the prospects of the recent rally in the past week being a result of rebalancing similar to what we saw only a few months ago. Next, we review Apple’s huge drop today; taking a look at other times the stock saw similar declines. Then we recap today’s horrible ISM release and just how uncommon certain aspects of the data were. We finish by taking a look at Ford truck sales to get a pulse on small business growth.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jan 2, 2019
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we go over what the credit market and breadth levels indicated of today’s price action in equities. Next, we review today’s release of the Dallas Fed’s activity index among multiple other indicators that are providing conflicting images of the current state of the domestic economy. We finish by looking at the broader global economic picture through Markit PMIs and the implications of slowing growth in China on the rest of the world.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 31, 2018
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In =the final Closer of 2018 sent to Bespoke Institutional clients, we reflect on what has been become a hectic year in markets. We go over the biggest winners and losers for the year in terms of both companies and sectors by several metrics. Next, we put together the abysmal regional Fed indices for December to review our Five Fed Manufacturing Indices and what that means for the ISM release later this week.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 28, 2018
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 highlighting some major equity indices’ incredibly volatile week.
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!
Dec 27, 2018
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look back at the last time markets saw similar impressive reversals that we saw today. We move on to the yield curve which has steepened, perhaps indicating the treasuries market sees fewer rate hikes. Next, we cover the possibility of capitulation given the VIX, credit markets, and cross-asset volatility. Then we cover the weaker reading out of the Conference Board’s consumer confidence data. We finish by updating our Five Fed tracking model with the addition of the Richmond Fed’s very weak reading earlier this week.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
