The Closer – Breadth Breakout, Data Deluge, 7 Year Auction – 1/26/23

Jan 26, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s major earnings announcements, we dive into the S&P 500’s breadth breakout (page 1).  We then provide a rundown of the latest GDP release (page 2) as well as the Chicago Fed’s National Activity Index (page 3).  We then turn to the latest manufacturing data in the form of our Five Fed Manufacturing Composite (page 4) and durable goods (page 5).  We finish with a review of new home sales (pages 6 and 7) and a review of the 7 year note auction (page 8).

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

The Closer – Triple Plays Tank, Fund Flows, Another Amazing Auction, EIA – 1/25/23

Jan 25, 2023

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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 how good of a month it has been for growth relative to value followed by a recap of a handful of tonight’s major earnings reports (page 1).  We then provide an updated look at the lack of Triple Plays there have been (page 2).  Next, we show an update of ETF and mutual fund flows (page 3) before recapping yet another impressively strong Treasury auction (page 4).  We finish with a review of the latest EIA data (page 5).

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