The Closer – Reversal, NVDA Boost, Outlook Up, 30Y TIPS – 8/24/23

Aug 24, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the failure of the S&P 500 and Nasdaq to reclaim their 50-DMAs (page 1) followed by a review of the biggest positive contributors to the S&P 500’s moves month and year to date (pages 2 and 3). We then update our Five Fed Manufacturing Composite (page 4) followed by a recap of today’s 30 year TIPS auction (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 – NVDA Beat, PMI Flop, NFP Revisions, New Home Sales – 8/23/23

Aug 23, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of the blockbuster earnings from NVIDIA (NVDA), we show the collapse is WeWork (WE) valuation (page 1). We then take a look at the latest S&P Global PMIs and revision to jobs data (page 2).  Next, we run through the latest housing data in the form of Toll Brothers (TOL) earnings and new home sales (page 3 and 4). Afterward, we review the surge in domestic crude production (page 5) and weak 20 year bond auction (page 6).

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