Dec 1, 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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Nov 30, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the major US data point from today, October Personal Income and Spending from the BEA. We also take a look at strong truck tonnage, marginal credit performance, and the global inflation backdrop.
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Nov 29, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we look at the massive rotation that has hit US equity markets this week. One area of the market that has seen huge buying interest recently is retail. Below is a list of our Death By Amazon index members. For each stock, we show its year-to-date percentage change along with its percentage change this week. On average, Death By Amazon stocks are down 15% year-to-date, but they’re up 8.2% this week. That’s a massive move. Of the 62 stocks in the index, 19 are up more than 10% on the week.
We discuss this week’s rotation in more detail in tonight’s Closer.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 28, 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 impact of tax reform progress made today by the GOP, review strong data across the global economy, break down the monthly Richmond Fed activity indices, and review the acceleration in US home prices.
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See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 27, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss strong new home sales and the record level of US M&A.
The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 21, 2017
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review a surging Mexican peso and a big up-move in the Chicago Fed’s National Activity Index.
The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
