The Closer: End of Week Charts — 10/5/18

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 on ETF performance, volume and price movers, and the Bespoke Market Timing … [Read more...]

The Bespoke Report — Stumbling And Bumbling

While the economy is on good footing and the overall backdrop is reasonably positive for stocks, there’s reason to be a bit cautious. EPS estimates have been rising sharply this year relative to history, and that process may be completing. While it’s not certain that the bar being set by analysts is too high, stocks have gotten a tailwind from stronger earnings estimates all year; if … [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 on ETF performance, volume and price movers, and the Bespoke Market Timing … [Read more...]