Oct 15, 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 relative performance for two sectors versus the broad market as well as the ongoing break above resistance for our EMFX index. We also review the monthly budget numbers from the US Census, where the deficit was much smaller than typical thanks to a huge decline in outlays. Finally, we break down quarterly numbers from the BoC on the business outlook and availability of credit in Canada.
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Oct 12, 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 recent performance of G10 FX. If you’d like to see more, start a free trial below.
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Oct 11, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we argue for duration longs in the wake of weaker than forecast CPI and a strong long bond auction. We also take a look at the huge intraday sell program that hit stocks this afternoon and what similar occurrences have meant for stocks going forward. Finally, we note performance in EMFX is sending a much different signal than other markets at present.
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Oct 10, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we go into detail on today’s equity market selloff, including index technicals, the collapse of growth versus value, a huge decline in the Nasdaq 100, and the role interest rate term structure has played in equity selling.
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Oct 9, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review rising interbank rates but falling spreads on those rates relative to the policy rate. We also discuss how big of a driver real yields have been in the recent UST selloff. Mexican and Brazilian equities have outperformed EM pretty dramatically of late, and the rotation within EM equities shows a new sensitivity to oil prices. We also discuss the extreme outperformance of growth relative to value and the enormous divergence in forward valuations between growth and value stocks.
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Oct 8, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, with economic data nowhere to be seen we focus exclusively on markets with a review of price action (and what it suggests for upcoming returns) in the Stoxx 600, Brazilian real, and VIX futures.
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