The Closer – Petrol Demand Destruction, Affordability, CFO Survey – 12/20/23

Dec 20, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a note on how EVs have displaced fuel demand (page 1) followed by a dive into existing home sales (page 2) including an update on affordability (page 3).  We then review today’s 20 year bond reopening (page 4), the latest CFO survey (page 5), and finally the latest petroleum stockpile 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!

The Closer – South American Central Banks, BNPL – 12/19/23

Dec 19, 2023

Log-in here if you’re a member with access to the Closer.

Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a check in on a number of central banks South of the border.  We then provide some commentary on the impact of buy now (page 1), pay later (page 2) before finishing with a dive into the latest residential construction data (pages 3 – 5).

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