The Bespoke Report 2018 — Sentiment
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Sentiment” section of the 2018 Bespoke Report, which looks at current and historical levels of stock market sentiment and economic sentiment. We analyze whether investors and consumers are currently overly optimistic, negative, or simply complacent.
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
The Bespoke Report 2018 — The Year in Headlines
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Year in Headlines” section of the 2018 Bespoke Report, which provides a month-by-month and day-by-day look at the major financial news headlines that impacted markets throughout 2017. It’s an excellent way to refresh your memory of the news events that impacted markets over the past year. You’ll likely have forgotten more than you’d like to believe, which shows that while certain events might seem important and impactful at the time, the market usually moves past things pretty quickly!
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
The Bespoke Report 2018 — Seasonality
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Seasonality” section of the 2018 Bespoke Report, which highlights the seasonal tendencies of large, mid, and small cap stocks throughout the trading year, as well as individual sectors and additional asset classes.
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
The Bespoke Report 2018 — Thematic Performance
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Thematic Performance” section of the 2018 Bespoke Report, which highlights the various market themes like large caps versus small caps, value versus growth, and stocks versus bonds that are currently outperforming and underperforming as we get set to enter the new year.
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
The Closer — More Price Pressure, Banxico Hikes — 12/14/17
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the Banxico policy decision today and the trade prices report for November from the US Census.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Bespoke’s Sector Snapshot — 12/14/17
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
Below is one of the many charts included in this week’s Sector Snapshot, which highlights the year-to-date performance of the S&P 500 and its eleven sectors. As shown, along with Tech, both Consumer Discretionary and Health Care have now crossed above the +20% mark.
To see our full Sector Snapshot with additional commentary plus six pages of charts that include analysis of valuations, breadth, technicals, and relative strength, start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
The Bespoke Report 2018 — Sector Weightings & Technicals
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Sector Weightings and Technicals” section of the 2018 Bespoke Report, which provides our technical take on the long-term chart patterns of the major S&P 500 sectors. We also look at the historical change in S&P 500 sector weightings and historical correlations between the S&P 500 and its eleven sectors.
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
B.I.G. Tips – Retail Sales Surge
Chart of the Day: Cyclical Indicators Soar
Jobless Claims Back Near Cycle Lows
While they haven’t seen much of an increase in the first place, initial jobless claims fell by 11K this week, dropping down to 225K compared to the consensus forecast of 236K. At current levels, weekly claims are just 2K higher than the cycle low of 223K that we saw on 10/13/17. That now makes it 145 straight weeks (or nearly three years) since claims were last above 300K. We’re simply out of adjectives to describe how amazing of a streak this is given the size of the US labor force.
With this week’s drop in weekly claims, we also saw a nice decline in the four-week moving average which fell from 241.5K down to 234.75K. That’s just 3.5K above the cycle low of 231.25K that we saw back in the first week of November, so we could see a new low in this indicator next week if claims stay around current levels.
On a non-seasonally adjusted basis (NSA), jobless claims fell by 44.5K down to 281.6K. For the current week of the year that’s more than 150K below the average of 440K since 2000 and the lowest reading for the current week of the year since 1969!
