Jul 26, 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 the S&P 500 after stripping out the effects of the FAANG stocks. We also review Amazon earnings before moving on to a review of economic data released today: manufacturing new orders, shipments, and inventories, preliminary trade data, manufacturing activity in the KC Fed district, quarterly homeownership and household formation data, and quarterly gross job creation by type of establishment.
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Jul 25, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we note a few interesting patterns in relative index and cross-asset performance. We also review June housing market data in the form of new home sales, homebuilder valuations, and weekly data from the EIA on the status of petroleum markets.
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Jul 24, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the implications for forward returns of very large reversals in the Nasdaq Composite like the one we saw today. We also discuss manufacturing activity data, Canadian GDP, Mexican inflation, and the extinction of foreclosures in the US real estate market.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 23, 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 economic data and market trends: CDS index spreads, the real performance of the NASDAQ composite, the sudden and dramatic bear steepening of the yield curve, and the Chicago Fed National Activity Index.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 20, 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.
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Jul 19, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review market performance (equity sector and benchmark interest rate) since the election, the extreme political polarization reflected in Bloomberg’s Consumer Comfort numbers, this month’s Leading / Coincident Indicator ratios (no recession on the horizon), and finally Cass Transportation indices.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
