The Closer – Weighing Valuations, Consumers, Home Sales – 12/23/24
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into S&P 500 valuations (page 1) in addition to year to date returns from around the globe (page 2). Next, we review the latest durable goods data (page 3) and new home sales (page 4). We then pivot into this week’s Treasury auctions (page 5) and close with a rundown of the latest positioning data (pages 6-9).
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 — 12/23/24
This content is for members onlyDaily Sector Snapshot — 12/20/24
This content is for members onlyThe Closer – FDX and NKE, Leading Index Streak, Existing Home Sales – 12/19/24
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 begin with a recap of FedEx (FDX) and Nike (NKE) earnings (page 1) followed by a rundown of the latest leading index and 5 Fed data (page 2). We also check in on existing home sales (page 3) before closing out with a recap of today’s horrendous 5 year TIPS reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!