The Closer — The Death of Paper, Producer Prices Accelerate — 9/13/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review the decline in the US commercial paper market, today’s producer price index report from the BLS, the recent reversal off 52-week highs for gold, and technicals for two exchange rates and the ten year yield.

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The Closer — Tax Reform On Ice, Eurozone NPL Progress, EM Stimulus Needed — 9/12/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review what sort of likelihood the S&P 500 is pricing for tax reform this year. We also take a deep dive into nonperforming loan stats for the Eurozone and find some good news. Finally, we make the case that EMs still have lots of room – and need – to stimulate via rate cuts.

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The Closer — New Highs and Global Leading Indicators — 9/11/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the breadth of the S&P 500 and the breadth of global growth.

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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 no-obligation 14-day free trial to our research platform!

The Closer: End of Week Charts — 9/8/17

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.

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The Closer — Production & Productivity — 9/7/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review weekly EIA data and the BLS Nonfarm Productivity and Costs revisions.

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The Closer — Habemus Paciscor — 9/6/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we discuss today’s deal on the debt ceiling between Congressional Democrats and the President. We also review US trade data, global trade data, and the market reaction to the debt ceiling news.

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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 no-obligation 14-day free trial to our research platform!