Nov 27, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at real short-term yields, bank stocks versus the yield curve, drivers of the rally in US equities that has set in this week, the latest data on US home prices, and how energy prices relate to EMFX performance.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 26, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at rising volatility in US equities, global trade and industrial production growth, and Five Fed Manufacturing activities.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 21, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the current global markets drawdown compared to others this cycle along with the recent performance and outlook of the dollar. We also go over today’s preliminary M3 report and finish with a review of energy markets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 21, 2018
Bespoke’s Global Macro Dashboard is a high-level summary of 22 major economies from around the world. For each country, we provide charts of local equity market prices, relative performance versus global equities, price to earnings ratios, dividend yields, economic growth, unemployment, retail sales and industrial production growth, inflation, money supply, spot FX performance versus the dollar, policy rate, and ten year local government bond yield interest rates. The report is intended as a tool for both reference and idea generation. It’s clients’ first stop for basic background info on how a given economy is performing, and what issues are driving the narrative for that economy. The dashboard helps you get up to speed on and keep track of the basics for the most important economies around the world, informing starting points for further research and risk management. It’s published weekly every Wednesday at the Bespoke Institutional membership level.
You can access our Global Macro Dashboard by starting a 14-day free trial to Bespoke Institutional now!
Nov 20, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a long look at housing data released today in the context of other recent releases. We also review price action in small caps, the rapid shift upward and into full inversion for the VIX curve, the bitcoin crash into unprecedented territory on an RSI basis, and an enduring rally in the Eurodollar curve.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 19, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review breadth in terms of net new 52 week highs and lows, rising implied correlations between the stocks in the S&P 500 index, accelerating relative performance of emerging markets, falling 10 year yields, and two large Federal Reserve quarterly data updates from last week.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
