Aug 17, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we review weakening industrial production data and the collapse in auto assemblies that drove it. We also take a look at the technical breakdown in US equity indices today, along with a review of the catalysts.
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Aug 16, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we review residential construction data from the US Census, recap weekly EIA data on the US petroleum market, and analyze the Fed minutes.
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Aug 15, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we chart the quarterly data contained in the New York Fed’s Consumer Credit panel, as well as reviewing retail sales today and introducing three new web-based tools for subscribers.
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Aug 14, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we review Canadian home price data released today, recent FOMC speeches, upcoming central bank meetings, and positioning recaps from the Commitment of Traders report released by the CFTC Friday.
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Aug 10, 2017
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Two days ago on our blog site, in a post titled “What a Difference Less Than Three Months Can Make,” we showed a chart of how quickly the Brazilian Ibovespa recovered from the late May sell-off related to corruption charges against President Temer. In referencing the quick turnaround, we noted that, “The sell-off and subsequent rebound in Brazilian equities serve as an excellent reminder of how quickly sentiment can change in the market for both the good and the bad.” We went on to point out that, “as good as things seem today, it wouldn’t take a lot to have investors looking at the markets from an entirely different perspective.” And that’s exactly where we are today. With a 1% decline in the S&P 500 and a 2% decline in the Nasdaq, investors are looking at equities from a much different perspective today than they were just a couple of days ago.
Let’s take a look at the Nasdaq first. After running into resistance at its uptrend channel in late July, it’s the bottom end of that channel that’s coming into play this week. It will be a big test in the coming days to see if this channel can hold, and bulls have their fingers crossed.
In tonight’s Closer sent to Bespoke Institutional clients, we go into more detail on Thursday’s decline and what current trends suggest for the year ahead.
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Aug 9, 2017
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke Institutional clients, we highlight a potential turning point for the US Dollar index and what that might mean for the stock market. The chart below is one of many included in tonight’s report that shows the percentage of international revenues generated by the average large cap stock compared to the average small cap stock. As you can see, large cap stocks generate more revenues outside of the US, which is helpful when the dollar is falling like it has in 2017. Investors have noticed, as the average large cap stock has handily outperformed the average small cap stock on a year-to-date basis (second chart).
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See today’s post-market Closer and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research platform!
