The Closer – Freight Rates, Expectations, Refis – 12/9/24
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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 into freight rates (page 1) in addition to commodity prices (pages 2 and 3). We then review the latest New York Fed Survey of Consumer Expectations (page 4 and 5). We also review mortgage delinquencies (page 6), upcoming Treasury auctions (page 7), and 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!
Daily Sector Snapshot — 12/9/24
This content is for members onlyDaily Sector Snapshot — 12/6/24
This content is for members onlyThe Closer – Trade Balance, AI After Two Years – 12/5/24
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into the low volatility recently (page 1) in addition to the latest trade data (page 2 and 3). We also check in on some earnings (page 3) and then review the latest housing data from Realtor.com (pages 4 and 5) and then take a look at the performance of our AI baskets since the release of ChatGPT (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!