The Closer – Mega Cap Earnings, Sector Rotation – 7/18/24

Jul 18, 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 recap of Netflix (NFLX) earnings and a preview of the rest of earnings season (page 1). We then check in on the historic rotation at a sector level (page 2) before recapping today’s economic data including leading indicators and an update of our 5 Fed Manufacturing Composite (page 3). We close out with a review of the 10-year TIPS auction (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 – Leading Industry Divergence, Residential Construction – 7/17/24

Jul 17, 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 at the massive difference in performance between two leading industries: the Dow Transports and the Semiconductors (page 1). We then dive into the latest earnings and the Beige Book (page 2). Next, we recap today’s residential construction data (pages 3 and 4) before pivoting over to the newest update of petroleum stockpiles (page 5). We close out with a recap of the 20 year bond reopening (page 6).

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