The Closer – FAANG Valuations Fly, Logistics Industry Slumps – 6/6/23

Jun 6, 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 into mega cap stock valuations running hot (page 1) followed by a look at the big drop in building permits in Canada (page 2). We then shift over to review trends in recent housing inventory data (pages 3 and 4). Next, we look at the latest supply chain data (pages 5-7) before closing out with an overview of sentiment on equities (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 – Just Missed A Bull Market, Calendar Effected Delinquencies, CoT – 6/5/23

Jun 5, 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 with a look at the S&P 500’s near miss of ending its bear market, and what the start of past bull markets have looked like (page 1). We then dive into the latest economic data including service PMIs, durable goods (page 2), and mortgage delinquencies (page 3). We finish with a look at the still weak positioning readings for US equities (pages 4 -6).

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