Fed Speakers Cancel Each Other Out

Recent speeches of FOMC members have leaned very slightly towards dovishness over the last few months, but that doesn’t mean there haven’t been active arguments between hawks and doves! For instance, Atlanta Fed President Bostic (a voter) has tilted more dovish lately, wanting only 1 more hike and no … [Read More...]

The Closer — Metros Boomin’ — 9/18/18

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 discuss falling realized volatility and why they’re helping keep volatility low. We also review the likely avenue for China’s … [Read More...]

Fixed Income Weekly – 9/12/18

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...]

Bespoke Brunch Reads: 9/16/18

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 — 9/14/18

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 — Optimistic ASEC — 9/12/18

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 the two best-performing S&P 500 industries year-to-date, the reversal lower in vol markets, and stubborn spreads in … [Read More...]

The Closer — Thursday Grab Bag — 9/10/18

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 crude markets, earnings forecasts, and real rates. We also review economic data from the UK and Sweden. See today’s … [Read More...]