Bespoke Stat Sheet — 2024
We’ve put together a slide deck featuring some of our favorite stats published throughout the year. In this report we provide a month-by-month review of some of the most important and interesting market stats as they happened in real time, in bullet point format. Enjoy!
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The Closer – FDX and NKE, Leading Index Streak, Existing Home Sales – 12/19/24
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of FedEx (FDX) and Nike (NKE) earnings (page 1) followed by a rundown of the latest leading index and 5 Fed data (page 2). We also check in on existing home sales (page 3) before closing out with a recap of today’s horrendous 5 year TIPS reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Bespoke’s Weekly Sector Snapshot — 12/19/24
Chart of the Day – Volatility Spikes
Bespoke’s Morning Lineup — 12/19/24
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“Being very early and being wrong look exactly the same 99% of the time.” – Seth Klarman
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
As shown below, the S&P 500 was sitting slightly in overbought territory heading into the trading day yesterday, but it finished below its 50-day moving average.
An already oversold 10-day advance/decline (A/D) line for the S&P got even more oversold yesterday with just 19 stocks in the index up on the day versus 483 that were down. Yesterday’s negative breadth extended the streak of days with more decliners than advancers to 13 straight; a record losing streak since 1990.
As shown below, the 10-day A/D line is now the most oversold it’s been since the bear market lows in October 2022.
The Closer – A Horrible Fed Day, Equal Weight, Construction – 12/18/24
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the FOMC including the changes to forecasts (pages 1 and 2) and the huge drop in equities in response (page 3). We also check in on the performance of equal weight stocks and the dollar (page 4). We then switch to a recap of today’s residential construction figures (page 5) and the latest EIA data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Daily Sector Snapshot — 12/18/24
Bespoke Baskets Update — December 2024
Chart of the Day – Losing Streaks Highlighting Bad Breadth
Fixed Income Weekly — 12/18/24
Searching for ways to better understand the fixed income space or looking for actionable ideas in this asset class? Bespoke’s Fixed Income Weekly provides an update on rates and credit each week. We start off with a fresh piece of analysis driven by what’s in the headlines or driving the market in a given week. We then provide charts of how US Treasury futures and rates are trading, before moving on to a summary of recent fixed-income ETF performance, short-term interest rates including money market funds, and a trade idea. We summarize changes and recent developments for a variety of yield curves (UST, bund, Eurodollar, US breakeven inflation, and Bespoke’s Global Yield Curve) before finishing with a review of recent UST yield curve changes, spread changes for major credit products and international bonds, and 1-year return profiles for a cross-section of the fixed income world.
Our Fixed Income Weekly helps investors stay on top of fixed-income markets and gain new perspectives on the developments in interest rates. You can sign up for a Bespoke research trial below to see this week’s report and everything else Bespoke publishes for the next two weeks!
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