The Closer – CPI, Real Wages, Discretionary – 11/13/24

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the latest CPI data (page 1) in addition to a checkup on real wages and the inflation data’s implications for the Fed (page 2).  After a review of the latest earnings (page 3) we show what stocks have done the best since the election (page 4).

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

The Closer – Rates Reconfigure, Bank Lending, Consumers – 11/12/24

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 the latest earnings (page 1) followed by a look into how trading in rates markets has shifted (page 2).  Next, we review the latest Senior Loan Officer Outlook Survey (pages 3 and 4) before finishing with a rundown of the latest NY Fed Survey of Consumer Expectations (pages 5 and 6).

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