The Closer – Dollar Drops Out, FANG+ Nears a New High, Industrial Projection – 7/13/23
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 start out with a look at the drop in the dollar and which stocks have benefited the most (page 1). We then dive into the new all time high in mega cap tech (page 2) before pivoting into the latest PPI data (page 3). We then recap the latest budget statement (page 4) followed by a forecast of industrial production based on Fastenal (FAST) sales data (page 5). We close out with a recap of today’s weak 30 year bond reopening (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 – On the Brink of Earnings, Core CPI Comedown, Beige Book – 7/12/23
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 with a look at the Russell 2,000’s historic streak without a new high before previewing the ramp up of earnings season (page 1). We then dive into the latest CPI data (page 2) before switching over to a look at today’s release of the Beige book (page 3). Next, we show the big jump in petroleum product net exports per the latest EIA data (page 4) before closing with a recap of today’s tailing 10 year note 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!