The Closer – What Drives the Dollar? – 2/20/25

Feb 20, 2025

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at what drives moves in the dollar (page 1) followed by a look at some discrepancies in the latest jobless claims and Philly Fed data (page 2).  We then show some of the mean reversion that has taken place in the past couple of sessions (page 3).  Next, we review today’s 30-year TIPS auction (page 4) before closing out with a recap of the latest EIA data (page 5).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Minutes, GSE Privatization, ADP Megacaps – 2/19/25

Feb 19, 2025

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 start with commentary regarding today’s Fed Minutes (page 1). Next, we dive into fixed income markets including a look at mortgage rates and a deeper dive into the topic of privatization of GSEs (pages 2 and 3). We then review the latest earnings and residential construction figures (page 4) before providing an updated look at a basket of international mega-cap stocks (page 5). We finish with a rundown of today’s 20-year bond auction(page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!