Dec 11, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look crude’s rally today, the release of consumer expectations data from the NY Fed, and a recap of JOLTS data reported by the BLS.

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Dec 8, 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 7, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the quarterly flow of funds data for Q3 released today by the Federal Reserve today.

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Dec 6, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we examine what kind of yield curve signal is the most dangerous with respect to recession risk. We also review EIA weekly data released today, and the BLS update on productivity for Q3.

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Dec 5, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review fundamental and valuation data for the major industries within the S&P 500 Retail industry group. We also update tracking of the US trade balance.

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Dec 4, 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 the performance of the Energy sector, recent developments in global trade, and recap today’s US Census release of US factory sales.

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