The Closer – AI vs. Rates – 2/22/24

Feb 22, 2024

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide commentary regarding rates and AI driving the market (page 1 and text provided below).  We then dive into the latest earnings reports and Fedspeak (page 2). Next we cover bond issuance (page 3), existing home sales (pages 4 and 5), and the 30 year TIPS auction (page 6). We finish with a recap of the latest petroleum inventory data (page 7).

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

The Closer – NVIDIA (NVDA) Earnings, Momentum, Terrible 20s – 2/21/24

Feb 21, 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 into the much anticipated earnings of NVIDIA (NVDA), EV makers, and more (page 1).  We then check in on the factor performance (page 2) before recapping today’s release of the Fed Minutes (page 3). We finish with a rundown of this afternoon’s historically bad 20-year bond 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!