The Closer – Fiscal Stress, Central Banks, Commodities – 12/16/24

Dec 16, 2024

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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 Canadian political stress and corresponding market moves (page 1). We also check in on our Fedspeak Monitor Index (page 2) in addition to a preview of the busy week of central bank happenings (page 3). After checking in on commodity prices (page 4), we preview this week’s Treasury auctions (page 5) and look at 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!

The Closer – Bad Breadth, Flow of Funds Deep Dive – 12/12/24

Dec 12, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an overview of how bad breadth has been (page 1) followed by a dive into the rate hike in Brazil (page 2).  We then take a deep dive into the Fed’s massive Flow of Fund report which received an update today. We cover topics like household net worth, debt growth, delinquencies, bank income, and more (pages 3 – 9). We finish with an overview of the week long bond reopening (page 10).

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