The Closer — Positive EM & Inflation Catalysts — 12/19/17

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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 quarterly current account balance data released by BEA today, and review the US Census residential construction monthly data.

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The Closer — Positive EM & Inflation Catalysts — 12/18/17

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we detail positive catalysts for the inflation outlook, as well as recapping two positive political developments for emerging markets.

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The Closer: End of Week Charts — 12/15/17

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 — Chinese Credit, US Deficit, Mexico Output — 12/12/17

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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review Chinese credit data out earlier this week, the US fiscal deficit, and the disappointing report on industrial production earlier today in Mexico.

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