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.
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Sep 19, 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 notable market developments in markets: the dollar holding up better than small caps would suggest they should be, tentative signs of life in EMFX, real yields nearing cycle highs, and breadth in US large caps. We also break down the US current account balance, updated for Q2 today by the BEA. Finally, we finish with a review of EIA petroleum market data and energy market price action.
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Sep 18, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss falling realized volatility and why they’re helping keep volatility low. We also review the likely avenue for China’s response to new US tariffs and Energy earnings relative to crude prices before discussing 2017 real GDP at the metropolitan statistical area level and some big shifts in international investor purchases of US financial assets.
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Sep 17, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review a recent rip in Industrial stocks, new cycle highs for 5 year real yields, and 52-week lows for agriculture prices. We also discuss upcoming Brazilian elections, the New York Fed’s Empire Manufacturing survey, and again-weakening core loan growth.
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Sep 14, 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 futures markets. If you’d like to see more, start a free trial below.
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Sep 13, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, look into the drivers of the huge outperformance for US stocks versus the rest of the world. We also review today’s CPI report, the exploding US budget deficit, and the weakness of the USD that’s starting to manifest.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
