Aug 17, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we discuss today’s release of the Fed’s July meeting minutes. We also break down the weekly DoE EIA petroleum market report.

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Aug 16, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we break down the three major US data releases of the day: industrial production, the consumer price index, and the monthly new residential construction report.

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Aug 15, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we spend some time talking about the valuation of Consumer Staples before diving into the NAHB’s Homebuilder Sentiment Index. We close with a summary of Treasury International Capital flows data on foreigner buying and selling of US securities.

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Aug 12, 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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Aug 11, 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 returns this year versus the USD in FX markets. We also review quarterly mortgage delinquency and foreclosure data from the Mortgage Bankers’ Association.

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Aug 10, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we chart the release of weekly EIA data on the petroleum market. We also discuss the evolution of the relationship between the job openings rate, the quit rate, and the unemployment rate.

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