Bespoke Brunch Reads: 7/22/18

Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week. The links are mostly market related, but there are some other interesting subjects covered as well. We hope you enjoy the food for thought as a supplement to the research we provide … [Read More...]

The Closer: End of Week Charts — 7/20/18

Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke clients, we recap weekly price action in major asset classes, update economic surprise index data for major economies, chart the weekly Commitment of Traders report from the CFTC, and provide our normal nightly update … [Read More...]

The Closer — Politics & Leading Indicators — 7/19/18

Log-in here if you’re a member with access to the Closer. Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we review market performance (equity sector and benchmark interest rate) since the election, the extreme political polarization reflected in Bloomberg’s Consumer … [Read More...]

Fixed Income Weekly – 7/18/18

Searching for ways to better understand the fixed income space or looking for actionable ideals in this asset class?  Bespoke’s Fixed Income Weekly provides an update on rates and credit every Wednesday.  We start off with a fresh piece of analysis driven by what’s in the headlines or … [Read More...]

The Closer — Midweek Chart Bonanza — 7/18/18

Log-in here if you’re a member with access to the Closer. Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we wade through a huge deluge of charts covering everything from the Beige Book released today to commodities’ growth signal, EIA petroleum … [Read More...]

The Closer — Small Caps, Netflix, IP, API — 7/14/18

Log-in here if you’re a member with access to the Closer. Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, review the downturn in small cap relative performance, recent credit performance and fundamentals for tech high flyer Netflix, monthly industrial production numbers … [Read More...]

Bespoke Brunch Reads: 7/15/18

Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week. The links are mostly market related, but there are some other interesting subjects covered as well. We hope you enjoy the food for thought as a supplement to the research we provide … [Read More...]

Bespoke’s Global Macro Dashboard — 7/11/18

Bespoke’s Global Macro Dashboard is a high-level summary of 22 major economies from around the world.  For each country, we provide charts of local equity market prices, relative performance versus global equities, price to earnings ratios, dividend yields, economic growth, unemployment, retail sales and industrial production growth, inflation, money … [Read More...]