Sep 27, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we wade through an enormous wave of data released in the US today covering GDP, trade, manufacturers’ sales, new orders, and inventories, and inventories. We also discuss our now-complete Five Fed Index of regional manufacturing activity and some odds and ends from equity, credit, and FX markets.
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Sep 26, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the Fed decision today before diving into the collapse of bank stocks, new home sales data, and the decline in homebuilder stocks. We also recap EIA petroleum market data along with recent Energy price action.
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Sep 25, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we argue that US corporate debt is less worrisome than it’s been made out to be. We also take a look at July global trade and industrial production data updated today before reviewing Canadian macro and a development from the UN today that signals a much larger trend in the world of global macro.
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Sep 24, 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 the very impressive run the natural gas market has been on. We also review some Brazilian macro data, before updating our Five Fed index of regional Fed manufacturing activity.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 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 current positioning of speculators in US interest rate markets. If you’d like to see more, start a free trial below.
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Sep 20, 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 the performance of property & casualty insurers relative to the S&P 500 with surprising results for the period around hurricane season. We also take a look at S&P 500 (ex Financials) valuation and debt, before a detailed analysis of today’s Flow of Funds report from the Federal Reserve. That report includes debt and income levels for various macroeconomic sectors, with myriad interesting analyses possible.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
