The Closer – More Red Candles, Volatile on Earnings, Real Yields – 4/18/24

Apr 18, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the four straight sessions of the S&P 500 selling off intraday (page 1) followed by a look at Q1’s most volatile stocks on earnings (page 2).  Next, we dive into stock and bond performance based on real yield changes and levels (page 3).  We then turn to macro data including looks at the existing home sales figures (page 4), leading indicators (page 5), and then close out with a rundown of the 5 year TIPS auction (page 6).

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

The Closer – Whole Curve Oversold, Beige Book, Fund Flows – 4/17/24

Apr 17, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at how oversold Treasuries have become as well as the wide spread between the percentage of S&P 500 stocks trading above their 200- and 50-DMAs (page 1).  We then provide a quantitative look at the Beige Book (page 2). Next, we give an update on ETF and mutual fund flows (pages 3 and 4) before closing out with rundowns of today’s 20 year bond reopening (page 5) and the latest petroleum inventory data (page 6).

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