The Closer — Capplex, IP Trends Stronger, VIX Versus Stocks, BoC Recap — 1/17/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review Apple’s capex plans, US industrial output, the disconnect between stocks and the VIX, and the BoC decision today.

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The Closer — Open And Close Streaks, Inflation Expectations, Buck At New Lows — 1/16/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at prior strong open-close runs for the US equity market. We also take a look at New York Fed consumer survey data and the new lows for the USD.

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 — 1/12/18

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. This week, we’ve added a section that helps break down momentum in developed market foreign exchange crosses.

Sample

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The Closer — China Can’t Sell, EIA Goes Swell — 1/10/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we do some mythbusting on China’s ability to influence US yields via reserve changes and discuss another new example of our Trend Analyzer tool.

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The Closer — JOLTS, Mexican Inflation, Utilities Set-Ups — 1/9/18

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the JOLTS report, review Mexican inflation, and discuss a new example of our Trend Analyzer tool.

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