The Closer – Banks and Central Banks, CFOs and Automation – 3/27/24

Mar 27, 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 into the performance of bank stocks and latest action in central banking (page 1).  We then dive into the latest business uncertainty data from the Atlanta Fed (page 2).  Switching to the Richmond Fed, we then provide an overview of the latest CFO survey data (page 3 and 4). We finish with recaps of today’s 7 year note auction (page 5) and EIA petroleum stockpiles (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 – Home Prices, Electrification, Five Fed – 3/26/24

Mar 26, 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 review of BYD’s earnings followed by a look at the slowing of home prices per Case-Shiller data (page 1). We also show the rise in electrical equipment durables activity and provide an update of our Five Fed Manufacturing composite (page 2).  After a look at the crude term structure (page 3), we finish with a recap of today’s 5 year note 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!