Dec 28, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review advance economic indicators from the US Census and what the Chicago PMI suggests about the ISM Manufacturing report due next week.

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Dec 27, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at declining term premiums and Conference Board consumer confidence.

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Dec 26, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review US home prices and regional manufacturing activity indices with an eye towards the outlook for capex.

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Dec 22, 2017
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.

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Dec 21, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we analyze Canadian and US data updated today. We also recap major underperformance from Mexican assets.

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Dec 20, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review annual population estimates from the US Census, bank lending data, and existing home sales for the month of November.

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