Aug 31, 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 weekly intraday price charts for major equity indices and other asset classes. If you’d like to see more, start a free trial below.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
Aug 30, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we ask the question “how much do new highs for individual stocks matter given the market at new all-time highs?”. We also focus on the declines in EMFX, including a review of Argentina’s collapsing exchange rate, Turkish trade data, and the improving carry of EM relative to the USD on a realized basis. We also discuss the details of the personal income and spending report from the BEA for the month of July.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 29, 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 very strong GDP growth in Q2, driven partially by temporary factors. We also review weekly EIA petroleum numbers and the catastrophic day for the Argentine peso.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 28, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we argue that intense focus on the likelihood of recession is misplaced. We also discuss extremely strong consumer confidence, a modest deceleration in home price growth, and the update to our 5 Fed Manufacturing index that came today with the release of Richmond Fed data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 27, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we assess the implications of the very strong gap up in the wake of all-time highs set yesterday. We also review market pricing of Fed cuts in out years, NAFTA news today (as well as some data from Mexico), and finally take a further look at positioning in the FX futures market.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 24, 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 weekly intraday price charts for major equity indices and other asset classes. If you’d like to see more, start a free trial below.

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!