Aug 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 the strong relative performance and breakouts of the Consumer Staples sector versus other sectors and the broad S&P 500. We also review today’s data: industrial production, productivity, and EIA data.
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Aug 14, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we break down the quarterly report on consumer credit from the New York Fed. Lending has slowed, but performance in terms of delinquencies and other metrics of stress look strong. We also discuss recent trends in volatility markets and Canadian home prices.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 13, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review what the dramatic outperformance of US equities relative to the rest of the world means for that relative performance going forward. We also take a look at the performance of gold in other currencies and recent trends in policy uncertainty.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 9, 2018
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What is it with 2,860 this week. After a strong day on Monday, it seemed as though getting back to the January highs would be a mere formality for the S&P 500, but in the last three days, it hasn’t even been able to trade and close above 2,860.
In tonight’s Closer sent to Bespoke Institutional clients, we look at how equities perform after the VIX closes at a six-month low for the first time in at least six months. We also look at prior periods where the S&P 500 went at least six months between new highs to see how common it was for the index to make a run for new highs, only for it to end up being a false alarm.
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Aug 8, 2018
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As shown below, the most shorted stocks by investors are also the stocks least loved by Wall Street analysts. The least shorted stocks are the ones most loved by analysts.
In tonight’s Closer sent to Bespoke Institutional clients, we look at the relationship between short interest and analyst ratings, provide a mid-week earnings season update, and we look at the fledgling CRB commodities bull market.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 7, 2018
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This big stock market engine that could is doing its best to climb the hill and get over the hump as the S&P 500 traded within 0.5% of its all-time high today. The end of the correction is nearly confirmed, but don’t get impatient here. Remember that the S&P 500 has been up for four days in a row and even had a bit of a problem trading and staying above 2,860 on Tuesday.
Looking for deeper insight on what to expect from the market if the S&P 500 takes out the January highs? In tonight’s Closer sent to Bespoke Institutional clients, we included a complete analysis of how the S&P 500 has performed following the end of similar droughts.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
