The Closer – Fedspeak, Residential Construction, 20y Turnaround – 3/19/24

Mar 19, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an update on Fedspeak (page 1) followed by a dive into today’s residential construction figures (pages 2 and 3).  Staying on the topic of real estate, we then pivot over stressed metrics for commercial real estate (page 4). We close with a recap of today’s solid 20 year bond 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!

The Closer – Fed Narratives, AI Impact, Inflation Returns – 3/18/24

Mar 18, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on rate cut estimates as well as the impact of AI stocks on the broader market (page 1).  We then provide a look into equity market returns based on inflation levels (page 2). We then preview this week’s upcoming Treasury reopenings (page 3) before closing 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!