The Closer – Refunding & Fair Value, QT, Fedspeak – 2/5/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of the latest refunding plans from the US Treasury in addition to a look at fair value of yields (page 1). We then provide an update on QT and Fedspeak (page 2) followed by a rundown of the latest service PMI data (page 3). After running through tonight’s earnings reports (page 4), we finish 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!
Daily Sector Snapshot — 2/5/25
This content is for members onlyChart of the Day – Triple Plays Reacting Positively
This content is for members onlyThe Closer – Cruising to New Highs, Jobs, Inventories – 2/4/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the massive recovery in cruise stocks (page 1). We then look at the latest job openings data through Indeed (page 2) and JOLTS data sets (page 3). Next, we review the latest Fedspeak and earnings (page 4) before switching over to a look at housing inventories (pages 5 and 6) and delinquency data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!