Bespoke Brunch Reads: 1/21/18

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 you during the week. $.get(‘/display_special.php?type=btn’, function(data) {$(‘.disp_special’).html(data);}); HQ2 Here’s How the 20 Contenders for Amazon HQ2 Stack Up by Patrick Clark (Bloomberg) An amusing rundown of the 20 metros shortlisted for Amazon’s … Read Entire Story

The Closer — Open And Close Streaks, Inflation Expectations, Buck At New Lows — 1/16/18

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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 take a look at prior strong open-close runs for the US equity market. We also take a look at New York Fed consumer survey data and the new lows for the USD. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story

Bespoke Brunch Reads: 1/14/18

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 you during the week. $.get(‘/display_special.php?type=btn’, function(data) {$(‘.disp_special’).html(data);}); Investors Personal genius and peer pressure: Britt Harris on institutional investing by Grant Birdwell and Bryce Klempner (McKinsey) A profile on the CEO and CIO of UTIMCO, who manages the endowment of the University of Texas system endowment (one… Read Entire Story

The Closer: End of Week Charts — 1/12/18

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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 Model. This week, we’ve added a section that helps break down momentum in developed market foreign exchange crosses. The Closer is one of our most popular reports, and you can sign up for a free trial below to see it! See tonight’s Closer by starting a two-week free trial to Bespoke Read Entire Story

The Closer — Mexico Data Day, PPI, Largest Deficit Since 2012 — 1/11/18

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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 Mexican data, US PPI, and the widening US budget deficit. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story

Bespoke Brunch Reads: 12/31/17

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 you during the week. $.get(‘/display_special.php?type=btn’, function(data) {$(‘.disp_special’).html(data);}); The Big Apple The Most Expensive Mile of Subway Track on Earth by Brian… Read Entire Story

The Closer: End of Week Charts — 12/29/17

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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 Model. This week, we’ve added a section that helps break down momentum in developed market Read Entire Story

The Closer — FModeled ISM, Inventories, & Trade — 12/28/17

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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 advance economic indicators from the US Census and what the Chicago PMI suggests about the ISM Manufacturing report due next week. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story

The Closer — Home Prices, Richmond, & Capex — 12/26/17

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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 US home prices and regional manufacturing activity indices with an eye towards the outlook for capex. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story

Bespoke Brunch Reads: 12/24/17

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 you during the week. $.get(‘/display_special.php?type=btn’, function(data) {$(‘.disp_special’).html(data);}); Politics Some Change In Apportionment Allocations With New 2017 Census Estimates; But Greater Change Likely By 2020 (Election Data Services) With updated Census population data released this week, EDS has made new estimates for changes in the … Read Entire Story

The Closer — Data Wrap, Mexican’t — 12/21/17

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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 analyze Canadian and US data updated today. We also recap major underperformance from Mexican assets. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story

The Closer — Positive EM & Inflation Catalysts — 12/19/17

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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 take a look at the quarterly current account balance data released by BEA today, and review the US Census residential construction monthly data. See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today! Read Entire Story