The Closer – Semi Slide, Freight Update, SCE – 10/14/24

Oct 15, 2024

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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 at the reversal in the semis in addition to the outperformance of the Dow Transports (page 1). We then update freight volume data from Cass (page 2) before diving deep into the latest Survey of Consumer Expectations from the New York Fed (pages 3 – 5).

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

The Closer – Semis, AI Breakouts, Positioning – 10/14/24

Oct 14, 2024

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 lead off with a look at the new high for NVIDIA (NVDA) and performance of the rest of the semis (page 1) followed by a dive into some interesting charts of AI Basket members (pages 2 and 3). We finish with our weekly rundown of positioning data (pages 4-7).

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