Nov 8, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review today’s FOMC decision, the last one for the foreseeable future without a press conference. We also take a look at the intraday versus overnight performance of a wide range of US sector and non-equity ETFs over time. Finally, we make some cross-asset observations including the persistent run of new 5 year highs for the 10 year yield, a phenomenon we haven’t seen in a very long time.
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Nov 7, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we break down how equity markets reacted to the midterm elections last night. This was the best one day change in the S&P 500 on the day after the midterms since 1982, but the drivers of the rally are totally unrelated to what sent up stocks in the post-Presidential election rally. We also review weekly EIA petroleum market data and some fixed income price action.
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Nov 6, 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 how breadth has been the recently, for both single stock price action and earnings estimates. We also review what companies have been talking about on their earnings calls recently, the backdrop for global crude markets, and today’s JOLTS report from the BLS.
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Nov 5, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we argue that despite underwhelming returns for small caps today and large caps below Friday’s highs, the market is still following the same script as it did off recent index lows. We also discuss brutal gasoline price action and October auto sales data from non-US economies in the Americas.
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Nov 2, 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 positioning of speculators in energy futures. If you’d like to see more, start a free trial below.
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Nov 1, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the rapid bounce US equities have enjoyed over the last couple of days and the sharp decline in the US dollar today. We also review productivity and costs data released by the BLS today, BEA GDP by industry, and finally take a look at how discriminating investors have been about earnings results across EPS, revenues, and guidance.
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