The Closer — GDP Revised, Intangible Investment, Vols, & Consumer Comfort — 6/28/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review GDP revisions from today, discuss the rising share of non-physical investment, highlight fixed income and cross-asset volatility trends, and discuss what’s driven the recent decline in weekly Bloomberg Consumer Comfort readings.

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The Closer — Trade Cruising, Manufacturing Not So Much — 6/27/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at strong trade numbers that will boost Q2 GDP substantially. We also review soft durable goods activity numbers updated today, and weekly EIA data on petroleum inventories.

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The Closer — Brent Breaks Out, Mexico Hires, Home Price Push, 4 of 5 Fed, Stoxx — 6/26/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review a breakout in Brent and intense price action in both WTI-Brent and crack spreads. We also take a look at a variety of US data points including manufacturing activity and Case-Shiller Home Prices. Mexican labor markets are in strong shape, as today’s unemployment numbers showed. Our last set of charts reviews performance of Stoxx 600 groups and their valuations.

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The Closer — Deciles, New Homes, Brazil Balances, NAFTA Numbers, Global Trade — 6/25/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we analyze the factors which led to the biggest declines in stocks today using our decile analysis. We also break down economic data released today in the US, Brazil, and Mexico. Finally, we take a close look at slowing trade and a weak forecast for Canadian GDP in Canada.

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 — 6/22/18

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

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The Closer — Leading Indicators, Banxico, 2 of 5 Fed — 6/21/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review the Banxico rate hike today, the low recession risk as evidenced by the Leading/Coincident ratio, and the first 2 of 5 regional Fed manufacturing indices.

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