Nov 30, 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 into some stats on how much Americans move (page 1) followed by some corporate headlines and UAW news (page 2). We then review the latest personal income and spending data (page 3). Next, we provide commentary regarding Brazil joining OPEC+ (page 4) before finishing with a look into the latest housing inventory data (pages 5 and 6).
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Nov 29, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on the additional dovish Fed commentary we received today (page 1) followed by a dive into the latest GDP figures (page 2). Next, we update our Beige Book Index (page 3) in addition to bank balance sheet data (pages 3 and 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 28, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an update on the latest dovish turn in Fedspeak as well as the collapse in Treasury yields (page 1). We then dive into the latest home price data including a look at the stabilization in rents (page 2). Next, we update our final Five Fed composite for the month of November (page 3) before closing out with a rundown of today’s weak 7 year note auction (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 27, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a check in on commodity prices and REIT performance (page 1). We then dive into the latest new home sales data (page 2) including a look at home existing home prices stack up to new homes and tenant rent prices (page 3). We then recaps the latest Treasury auctions (page 4) before reviewing the latest positioning data (pages 5 -8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 22, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we go through some notable headlines from today covering Canada, India, and the Netherlands. We also preview four overnight central bank decisions (page 1). Today saw the release of durable goods data (page 2), University of Michigan consumer sentiment data (page 2), and EIA petroleum inventories (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 21, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review this afternoon’s Fed meeting minutes and how interest rates are moving lately. We then move on to drama over central bank independence in Poland (page 1). Today’s October CPI data from Canada showed disinflation continues, with implications for the US (page 2). Existing home sales volumes have collapsed amidst very low inventories (page 3). We also look at existing home sales affordability (page 4) and the relationship between new and existing home sales (page 5). Finally we take a look at the results of the 10y TIPS auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
