May 24, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review recent bull flattening in the US yield curve, the release of Kansas City Fed manufacturing activity data, and which equity markets are the most cheaply valued around the world.
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May 23, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap recent price action in vol, rates, and metals markets. We also discuss today’s Fed Minutes, new home sales, EIA petroleum market data, and recent energy price action.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 22, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review Fed manufacturing activity data given 3 of 5 regional indices are now released. We also discuss the resilience of USD EM debt spreads given chaos in EMFX.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 21, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review monthly freight price data from Cass, before reviewing the backdrop for the current crash in Italian assets, especially government bonds.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 18, 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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May 17, 2018
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we chart the quarterly consumer credit data from the New York Fed. We also discuss EM, long bond yields, and the leading/coincident indicator ratio.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
