Sep 12, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the two best-performing S&P 500 industries year-to-date, the reversal lower in vol markets, and stubborn spreads in high yield. We also delve into the annual update on income distribution, real income growth by demographic, poverty data, and health insurance coverage from the US Census before finishing up with a review of petroleum markets following the release of weekly EIA data on inventories, sources, and uses of petroleum products.
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Sep 11, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, discuss the breakout in 10 year yields and the relationship between 10s and the shape of the yield curve. We also discuss in detail today’s very strong JOLTS report, price action and valuations in EM, and the outlook for inventories to add to GDP over coming quarters.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 10, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review crude markets, earnings forecasts, and real rates. We also review economic data from the UK and Sweden.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 6, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover a wide variety of topics: new highs for gold relative to silver, modestly rising volatility pricing, some strong relative performance in the Italian equity market, what the ADP miss today means for tomorrow’s NFP number, the effects of QE on monetary velocity, weekly EIA data, and recent price action in energy assets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 5, 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 Canada, including both recent analysis of the BoC decision today and USDCAD, as well as a longer term look in terms of productivity and trade data releases from this morning. The Us also had trade data, and we start the note with a decile analysis using some non-traditional metrics for what’s been driving the US stock gain in 2018.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 4, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the ongoing slide in EM assets, including credit and FX. We also review Markit PMI data from around the world and domestic US data released today: auto sales, ISM, and construction spending.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
