The Closer – FAAMG Flatline, Record Crude Exports, GDPNow, New Home Sales – 10/26/22

Oct 26, 2022

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the historic underperformance of the FAAMG stocks as well as the outperformance of heavily shorted stocks (page 1). We then dive into the latest EIA data highlighting the record crude export number (page 2).  We then review the latest trade balance data and its implications for GDP (page 3).  Afterward, we recap new home sales (pages 4 and 5) before finishing with a look at the 5 year note sale held this afternoon (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 – Homebuilders Pop, Home Prices Decline, Rock Bottom Outlooks – 10/25/22

Oct 25, 2022

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight’s note with a look at the 5% gain in the homebuilders (page 1) followed by a recap of the latest home price data (page 2).  We then review the latest consumer sentiment data (pages 3 and 4) followed by an update of our Five Fed manufacturing composite with the addition of the Richmond Fed (pages 5 and 6).  We finish with a recap of today’s 2 year note sale (page 7).

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