Sep 13, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we delve into the annual ASEC release from the US Census which details real median income growth, income distribution, poverty rates, and health insurance coverage data for US households. We also discuss the recovery in revenue for the US government in August.

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Sep 12, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at the drivers of recent selling in the Treasury market, including the composition of interest rates, positioning, and equity sector factors. We also give a complete recap of Governor Brainard’s speech from today, where she outlined the case of the FOMC’s doves, while also dabbling in some macro forecasting we agree with.

The Closer is one of our most popular reports, and you can sign up for a trial below to see it and everything else Bespoke publishes free for the next two weeks!
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Sep 9, 2016
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.

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Sep 8, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we dive into the cause of the massive dive crude oil inventories took this week, looking at drove the change, how price action tends to follow historically, and other aspects of the EIA’s petroleum market status report today.

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Sep 7, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we update a few charts on the high yield market as well as our analysis of the relationship between unemployment and other labor market statistics from the JOLTS report.

The Closer is one of our most popular reports, and you can sign up for a trial below to see it and everything else Bespoke publishes free for the next two weeks!
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Sep 6, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at stocks that have both accelerating revenue growth and low forward EV/EBITDA multiples.

The Closer is one of our most popular reports, and you can sign up for a trial below to see it and everything else Bespoke publishes free for the next two weeks!
Click here to start your no-obligation free Bespoke research trial now!