The Closer – Impoundments, Earnings, Confidence – 1/28/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary regarding the Office of Management and Budget’s memo (page 1) followed by a dive into the latest earnings reports (pages 2 and 3). We also review the latest Consumer Confidence data (page 4) before closing out with a look at another strong 7-year note auction (page 5).
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Daily Sector Snapshot — 1/28/25
This content is for members onlyChart of the Day – Fed Days Limping Into the Close
This content is for members onlyThe Closer – AI’s Bad Day – 1/27/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the situation with Colombia and the latest earnings (page 1). We also start out with a look at some stocks impacted by the AI hit (page 2) in addition to new home sales data (page 3). We then review the historic divergences in breadth and price in addition to the Tech and Consumer Staples sectors (page 4). We then pivot over to the record single day decline in our AI baskets (page 5) and put a bow on the topic on the following page (page 6). We finish by reviewing today’s Treasury auctions (page 7). We then finish with a recap of the latest positioning data (pages 8 – 11).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!