The Closer — Oh REERly, De-FANGing The Market, And Operating Surpluses — 5/22/17

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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 currency strength per BIS real effective exchange rates, analyze the impact of the FANG stocks on overall market performance, and review which industries are generating the highest per-employee profit.

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The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!

The Closer 5/19/17 – End of Week Charts

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 — China Data Check, Market Recap — 5/18/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review recent updates to data on Chinese credit, capital flows, and property prices. We also discuss a series of events in the market today ranging from central bank activity to S&P 500 sector technicals.

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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!

The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!

The Closer — Consumer Credit Data, World Market Cap Shares — 5/17/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we update several pages of charts summarizing quarterly consumer debt data from the New York Fed. We also update our tracking of the share of world market capitalization by country.

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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!

The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!

The Closer — Industrial Production Ramps, Housing Flops, Mortgages Mixed — 5/16/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review three data releases from the US today: industrial production from the Federal Reserve, residential construction from the US Census, and the MBA’s quarterly look at the mortgage market.

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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!

The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!

The Closer — Canada Currency Part III, TICS Treasure Trove — 5/15/17

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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we return our focus to the Canadian dollar, modeling its performance versus commodity prices, looking at positioning’s impact, and what the housing situation in Canada could lead to. We also update monthly tracking of Treasury International Capital flows data.

Sample

The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!

The Closer is one of our most popular reports, and you can see it and everything else Bespoke publishes by starting a no-obligation 14-day free trial to our research!