The Closer – EMFX, PMIs & Five Fed, Treasury Auction Allotments – 1/24/23

Jan 24, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we check in on our EMFX index as well as show how oversold the US dollar has become relative to its 200-DMA (page 1). We follow up with an update of the latest flash PMI data from S&P Global (page 2) and our Five Fed Composite with the addition of the Richmond Fed (page 3).  We then recap today’s very strong 2 year note auction (page 4) and the latest Treasury auction allotment figures (page 5).

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

The Closer – Downtrends Done, Chinese New Year, Leading Indicators, Positioning – 1/23/23

Jan 23, 2023

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at some key market downtrends that were broken today as well as how the MSCI China ETF (MCHI) performs relative to the US during the Lunar New Year (page 1). We then turn to the only macro data release today: Leading Indicators (page 2). We follow up with a preview of this week’s Treasury auctions (page 3) before closing with an update on the latest shifts in speculator positioning (pages 4 – 6).

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