Feb 23, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss GDP revisions released today along with a status check on banks, data on petroleum markets. and an earnings review from 10 different stocks that reported after the bell today.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 22, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we talk about earnings covering chips, the shale patch, platform companies, and casual dining. We then discuss today’s Fed minutes, the nascent uptrend in the dollar, and the rapid dislocation of metals markets that support EV battery markets.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 22, 2023
Searching for ways to better understand the fixed income space or looking for actionable ideas 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 driving the market in a given week. We then provide charts of how US Treasury futures and rates are trading, before moving on to a summary of recent fixed income ETF performance, short-term interest rates including money market funds, and a trade idea. We summarize changes and recent developments for a variety of yield curves (UST, bund, Eurodollar, US breakeven inflation and Bespoke’s Global Yield Curve) before finishing with a review of recent UST yield curve changes, spread changes for major credit products and international bonds, and 1 year return profiles for a cross section of the fixed income world.
In this week’s report, we discuss the divergence between crude and breakevens as well as what that implies for the future of both.
Our Fixed Income Weekly helps investors stay on top of fixed-income markets and gain new perspectives on the developments in interest rates. You can sign up for a Bespoke research trial below to see this week’s report and everything else Bespoke publishes free for the next two weeks!
Click here and start a 14-day free trial to Bespoke Institutional to see our newest Fixed Income Weekly now!
Feb 21, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review after-the-bell earnings results including companies dealing in crypto, RVs, and housing. We also take a look at moves in interest rates, existing home sales, PMI data, and the latest Treasury auction.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
