The Closer – Record Collapse For Gas, Coal Plant Closures, Minerals, Onshoring – 3/6/23

Mar 6, 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 decile breakdown of Russell 1,000 stocks in today’s session (page 1) followed by some commentary on natural gas’s worst day in history (page 1). We then turn over to a look US electrical capacity (page 2) and EV battery inputs (page 3).  We then show the latest data on Mexican fixed investment (page 4) before closing with a preview of this week’s Treasury auctions (page 5) and the latest mortgage delinquency data (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 – Factor Fudging, Auto Sales, Openings, Realtors – 3/2/23

Mar 2, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, following recaps of today’s market moving Fedspeak, we run through the major earnings reports out after the closing bell (page 1). We then check in on various factors’ performance since the October lows (page 2). Turning to macro data, we then look at the latest vehicle sales figures from around the world (page 3) followed by US job postings from Indeed.com (page 4 and 5) before closing with a look at February housing inventory data from Realtor.com (page 6).

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