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

Jun 26, 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 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!

The Closer – Real Rates and P/E Diverge, Bottom Decile VIX, Data Dump – 6/22/23

Jun 22, 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 divergence between real yields and valuations as well as the new low in the VIX (page 1). We then dive into the massive amount of data released today including leading indicators (page 2), the Chicago Fed’s National Activity index (page 3), regional Fed manufacturing gauge (pages 4 and 5), existing home sales (page 6), petroleum inventories (page 7).  We close with a recap of today’s 5 year TIPS reopening (page 8).

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