The Closer – Analysts Got It Right, Not Started Surge, 5 Fed Finale – 6/27/23

Jun 27, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at analyst ratings and performance based on analyst ratings (page 1). We follow up with a dive into the latest new home sales data (pages 2 and 3) and housing affordability (page 4). We switch over to the latest manufacturing data with a final update of our Five Fed Manufacturing Composite for the month of June (pages 5-7) and durable goods (page 8). We close with a look at today’s 5 year note auction (page 9).

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

The Closer – Last Week of Q2, Bitcoin 52-Week Highs, 2 Year Note Auction, Positioning – 6/26/23

Jun 26, 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 S&P 500’s performance in the final week of the second quarter (page 1) as well as a look at Bitcoin’s recent 52-week highs (page 2). We then check in on homebuilders and some recent housing data from Redfin (page 3) as well as an update of our Five Fed Manufacturing Composite (page 4). We then preview this week’s Treasury auctions including a recap of today’s 2 year note sale (pages 5 and 6). We finish with a look at the latest speculator positioning figures (pages 7-9).

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