Bespoke Beige Book Index Suggests 3-4% GDP Growth

Last month we introduced the Bespoke Beige Book Sentiment Index, a quantitative assessment of the qualitative language used in the Fed’s Beige Book, updated twice per quarter. Earlier this week we updated that index for Bespoke Institutional subscribers. We’ve charted the index below. As shown, it’s accelerated … [Read More...]

The Closer: End of Week Charts — 6/1/18

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: End of Week Charts — 5/4/18

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 — High Yield, Low Unions — 3/6/18

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 recent high yield market price action. We also take a look at the declining frequency of strikes, lower unionization, and … [Read More...]

The Closer — Equity Duration — 3/5/18

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 discuss the duration of the US equity market. We also make the case that the Canadian dollar has further to fall … [Read More...]

Bespoke Brunch Reads: 3/4/18

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 — 10/11/17

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...]

The Closer: End of Week Charts — 9/8/17

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...]

Bespoke Brunch Reads: 8/6/17

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 — 8/4/17

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...]