The Closer – Fresh Batch of Fedspeak, PPI, 30y Tails – 4/11/24

Apr 11, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of the ECB’s thinking in its rate decision as well as an update on the latest Fedspeak (page 1).  Next, we dive into the details of today’s PPI data, including a look at the release’s proxy for PCE (page 2). We finish with a rundown of today’s weak 30 year bond reopening (page 3).

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

The Closer – CPI Consequences, Treasury Spike, Terrible 10s – 4/10/24

Apr 10, 2024

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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 (pages 1 and 2) followed by a look at the big reactions from Treasuries and the dollar (page 2).  We then provide an update on the FOMC minutes (page 3) and the latest EIA data (page 4). We close out with a recap of today’s horrible 10 year note reopening (page 5).

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