Jun 8, 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 the rotation in equities so far in June (page 1) followed by a dive into the latest job postings numbers from Indeed (pages 2 and 3). We then take a look at the latest Z.1 survey released by the Federal Reserve (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 7, 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 look at the implications of Canada’s rate hikes for pricing of the FOMC (page 1) followed by a dive into commodity prices (page 2) and term structure (page 3). We then look at the latest EIA data (page 4). We finish with reviews of the trade balance (page 5) and consumer credit (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 6, 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 mega cap stock valuations running hot (page 1) followed by a look at the big drop in building permits in Canada (page 2). We then shift over to review trends in recent housing inventory data (pages 3 and 4). Next, we look at the latest supply chain data (pages 5-7) before closing out with an overview of sentiment on equities (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 5, 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 the S&P 500’s near miss of ending its bear market, and what the start of past bull markets have looked like (page 1). We then dive into the latest economic data including service PMIs, durable goods (page 2), and mortgage delinquencies (page 3). We finish with a look at the still weak positioning readings for US equities (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!
Jun 1, 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 surge in the ratio of large cap to small cap stocks (page 1) followed by a dive into the latest macro data including nonfarm productivity & costs (page 2), construction spending (page 3), PMIs (page 4), and oil inventories (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 31, 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 look at Apple’s (AAPL) attempt at a new all time high (page 1) followed by an update on the latest Fedspeak (page 2). Next, we update our Beige Book index and take a look at the historic drop in the MNI Chicago PMI (page 3). We close with a review of the JOLTS data (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
