The Closer – No Hold Up North, Commodities Tested, Consumer Credit Crumples – 6/7/23

Jun 7, 2023

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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 the implications of Canada’s rate hikes for pricing of the FOMC (page 1) followed by a dive into commodity prices (page 2) and term structure (page 3).  We then look at the latest EIA data (page 4).  We finish with reviews of the trade balance (page 5) and consumer credit (page 6).

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

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

Jun 6, 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 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!