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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at world equity market capitalization as a percent of world GDP. We then turn over to a look at what performance could look like this year based on the first day of trading.  Next, we show the massive outperformance of emerging markets relative to the S&P 500 before reviewing real yields. Switching over to macro data, we break down today’s Markit PMIs and construction spending data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!