The Closer – Nasdaq Ex. Mega Caps, CPI Day Due Up, Sentiment Upswing – 7/11/23

Jul 11, 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 implications of the Nasdaq rebalancing and a preview of CPI day performance (page 1). We then provide an update on investor sentiment (page 2).Next, we take a look at the latest consumer expectations data (pages 3 and 4) followed by the most recent supply chain data (pages 5-7). We close out with a review of today’s 3 year note auction (page 8).

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

The Closer – Small Cap Comeback, Delinquencies & Debt, Positioning – 7/10/23

Jul 10, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at Russell 2,000 golden crosses (page 1) followed by a review of the latest data on mortgage delinquencies and rent prices (page 2).  We then dive into the latest consumer credit data (page 3).  Next, we preview this week’s Treasury auctions (page 4) and the latest positioning data (pages 5-7).

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