The Closer — Quits Surge, Curves Flatten — 7/10/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review a very constructive JOLTS report from the BLS, including implications for wage growth. We also take a look at yield curves, which in some cases have already inverted.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer — Trade Recap, Consumer Credit, Relative Performance — 7/9/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review trade balance data updated by the Census last Friday, consumer credit growth reported by the Fed today, and relative performance of equities versus underlying drivers.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 7/6/18

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.

Sample

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!

The Closer — EIA, Mexico Post-Election Rally, EM Turning Around? — 7/3/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at EM. Mexican assets have surged in the wake of last weekend’s election, with the MSCI Mexico ETF (EWW) up 7.5% in the past two days. Other EM assets are starting to join that party. We also discuss a weaker than forecast EIA data on petroleum markets that sent crude lower but products higher.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer — PMIs, Construction, Remittances, Tankan — 7/2/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at US and global data including Manufacturing PMIs from Markit and ISM, US construction spending, Mexican remittances, and Japanese Tankan activity surveys.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer: End of Week Charts — 6/29/18

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.

Sample

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!