Bespoke Stock Scores — 5/9/23
This content is for members onlyThe Closer – Berkshire Holdings, Loan Officer Outlook, Consumer Expectations – 5/8/23
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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 latest earnings including those of a couple of Berkshire Hathaway (BRK/B) holdings (pages 1 and 2). We then dive into the weakness in wholesale trade sales data (page 3) before flipping over to the latest SLOOS data (pages 4 and 5).We then review the latest Consumer Expectations survey from the New York Fed (pages 6 and 7). We close out with a rundown of this week’s Treasury auctions (page 8) last week’s positioning data (pages 9 – 11).
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