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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at what have been the best and worst-performing quant factors this year. We then provide an update of our Fedspeak Monitor Index followed by a look at GDP via the Atlanta Fed’s GDPNow tracker. Next, we recap the latest mortgage delinquency and forbearance data from Black Knight, preview this week’s upcoming Treasury auctions, and finish with a recap of COT data from the CFTC.
As a sample, below is one of many charts in tonight’s Closer. This chart highlights Bespoke’s Fedspeak Monitor, which keeps a running track of what FOMC officials are saying publicly. Higher readings indicate more hawkishness, and recently we’ve seen the Fed turn dramatically hawkish relative to most other periods over the last few years. (Subscribers can track our Fedspeak Monitor on a regular basis on our website.)
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!