Jul 5, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we discuss the fall in the pound and long-term interest rates, we quantify the record level of policy uncertainty in the UK, and the trend for what we consider the two biggest drivers of equity prices this year. Regarding the pound, after today’s decline the pound has only been lower than its current level in less than 2% of all trading days in nearly the last 50 years!
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Jun 30, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we highlight the slow growth of railroad shipping relative to truck traffic, as well as assessing the driver of the divergence between the two. We also preview a significant wave of overnight data to close the week.
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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Jun 29, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we evaluate the economic signals being sent by UK stocks. We also take a look at US economic data, including a very strong ATA Truck tonnage reading released earlier this week (chart below), DoE/EIA petroleum data, and the Personal Income and Spending Report today. We finish up with a summary of the busy slate for overnight economic data and events.
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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Jun 28, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we take a look at cross-asset signals around whether this was the bottom for equities. We also review a series of economic data released today.
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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Jun 27, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we dive into the big disconnect between stocks and volatility. We also take a look at the Advance Manufacturers’ Sales, Orders, and Inventories report which was released Friday.
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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Jun 24, 2016
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we round up the week which finished on a volatile note in the wake of the UK’s decision to leave the EU Thursday night.
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!
