Dec 26, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, seeing as equities are said to be forward-looking, we take a look at the correlation between recessions and bear/near-bear markets. Next we cover one of the only economic data points to release today: the Richmond Fed’s manufacturing indices for the month of December. We break down this indicator’s huge miss. We finish by covering the incredibly strong market breadth on a day where the DJIA saw its largest one-day point gain ever.
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Dec 21, 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 the decimation of a few different equity indices and yields this week.
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Dec 20, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we evaluate the state of the market as several sectors enter bear markets. We discuss how earnings yields have stacked up with broad declines in stocks. Then we go over several economic data points released today. First up is the Conference Board’s leading indicator index’s possible peak. Next, we cover the big miss out of the Philly Fed’s manufacturing index. We finish with the narrowing spread between Republican and Democratic consumer comfort readings in recent months out of Bloomberg’s weekly Consumer Comfort Index.
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Dec 19, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we unpack today’s FOMC rate decision and subsequent comments by Fed Chair Powell. We analyze the market’s reaction compared to other times since FOMC Chairs started to hold regular pressers in April 2011. We finish by taking a look at today’s existing home sales figures and the current account.
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Dec 18, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss rising corporate borrowing costs at the front end of the curve, as well as what the market is pricing for the Fed after tomorrow’s meeting, and why you might want to take that market pricing with a grain of salt. Next we review today’s uptick in housing starts and permits as well as the rest of the residential construction data. We finish by delving deeper into this data to see what localities have been the weakest housing markets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Dec 17, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we make sense of the significance of the S&P 500 hitting new 52-week lows and what that means going forward. Next we go over today’s weaker NAHB Homebuilder sentiment release and the larger housing market backdrop. We finish by taking a look at this afternoon’s Treasury TIC Flows release.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
