Jul 14, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we show the massive plunge in implied correlation for US equity indices, as well as a brief explanation of the metric. We provide forward returns for the S&P 500 under similar circumstances. We also take a look at today’s Producer Price Index report, which suggests modest PCE growth going forward thanks to weak health care services cost growth.
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Jul 13, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at what changing demographics mean for wages, as well as reviewing today’s DoE/EIA petroleum market data update and the technical setups in energy-related commodities.
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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Jul 12, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we go deeper into the JOLTS data reported today and also take a close look at prior “shocks” to the US ten year yield, with a summary of the implications for both the bond and equity markets. We also preview a busy night ahead for data and Fed speakers as well as US data due out tomorrow.
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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Jul 11, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at what’s happened following previous new bull market highs like the record all-time high set today. We also take a look at the help wanted online indices produced by the Conference Board, and update our charts of futures market positioning from the CFTC, a preview of which is shown below.
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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Jul 6, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at the massive run higher experienced by the Utilities sector lately. We also try and identify the stock characteristics leading the post-Brexit market bounce, and we focus in on a key downgrade of Netflix this morning.
The Closer is one of our most popular reports, and you can see today’s by starting a free trial below!
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