The Closer – To Skip or Not, Beige Book, Job Openings – 5/31/23

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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 Apple’s (AAPL) attempt at a new all time high (page 1) followed by an update on the latest Fedspeak (page 2).  Next, we update our Beige Book index and take a look at the historic drop in the MNI Chicago PMI (page 3). We close with a review of the JOLTS data (pages 4 and 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 – Another Trillion Dollar Stock, Low Tax Lags, Final 5 Fed, Positioning – 5/30/23

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, with NVIDIA (NVDA) the latest company to reach a trillion dollar market cap, we begin by taking a look at the performance of other stocks once they reach that milestone (page 1). We follow up with a look at the rebound in home prices (page 2) and a final update of our Five Fed Manufacturing Composite for the month of May (pages 3-5). We close out with a rundown of the latest positioning data (pages 6-8).

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