Apr 25, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a rundown of tonight’s earnings including the mega-caps: Microsoft (MSFT) and Alphabet (GOOGL) (pages 1 and 2). Given we have gotten the earnings of some of the space’s biggest names, we also check up on our AI baskets’ performance recently (page 3). Next, we provide an overview of investor sentiment (pages 4 and 5) before closing out with a 5 year auction review (page 6).
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Apr 24, 2024
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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 into the dynamics of immigration and labor supply (page 1). We then review the latest earnings reports including those of Meta Platforms (META) (page 2). Next, we look at durable goods orders (page 3) before closing out with recaps of the 5 year note auction (page 4) and EIA inventory 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!
Apr 23, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a rundown of all the latest earnings (pages 1 and 2). We then recap today’s new home sales data (pages 3 and 4) in addition to showing how orders and backlogs look from recent homebuilder earnings (page 5). We finish with a review of today’s 2 year note auction (page 6) and an update of our Five Fed Manufacturing composite (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 22, 2024
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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 the unionization efforts in the automotive space and durable goods manufacturing (page 1). We then dive into the record highs in UK equities (page 2). After a preview of this week’s Treasury auctions (page 3), we provide a look into the latest Treasury allotment data (page 4). We finish with our weekly breakdown of 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!
Apr 18, 2024
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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 four straight sessions of the S&P 500 selling off intraday (page 1) followed by a look at Q1’s most volatile stocks on earnings (page 2). Next, we dive into stock and bond performance based on real yield changes and levels (page 3). We then turn to macro data including looks at the existing home sales figures (page 4), leading indicators (page 5), and then close out with a rundown of the 5 year 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!
Apr 17, 2024
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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 how oversold Treasuries have become as well as the wide spread between the percentage of S&P 500 stocks trading above their 200- and 50-DMAs (page 1). We then provide a quantitative look at the Beige Book (page 2). Next, we give an update on ETF and mutual fund flows (pages 3 and 4) before closing out with rundowns of today’s 20 year bond reopening (page 5) and the latest petroleum inventory data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
