The Closer – Commodity Term Structure, Transportation Price & Volume, CFOs – 10/14/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with an update of Hugo Boss earnings and Fedspeak before looking at WTI and copper’s term structure.  Next, we take a look at PPI numbers then delve into transportation figures like air freight activity, truck tonnage, and rail freight volumes. We then take a look at the insights on supply chains and labor shortages through the Duke CFO survey. We close out with a recap of this week’s petroleum stockpile data from the EIA.

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The Closer – All About Inflation, Fed Minutes, Long Bonds for Sale – 10/13/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight taking a look at the stocks most and least correlated with inflation before diving into the meeting minutes from the FOMC’s November meeting. Next we review today’s CPI print, freight volumes data, and the 30 year bond reopening.

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The Closer – JPM On Deck, Energy Trade, JOLTS, Auctions, Consumer Views – 10/12/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, with JP Morgan (JPM) kicking off earnings season tomorrow morning, we begin tonight’s note with a look at what JPM results imply for the broader market.  We then review the US energy trade balance.  After a recap of today’s JOLTS report, we dive into the New York Fed’s Survey of Consumer Expectations. We finish with reviews of today’s 3 and 10 year note sales.

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The Closer – Oil & EM, Lower Income Cash, Auction Preview, CoT Review – 10/11/21

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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 decoupling of EM and crude oil prices before delving into EMFX.  Next, we take a look at some of our Consumer Pulse data concerning imbalances between high and low income or wealth consumers.  After a preview of this week’s Treasury sales, we finish with an update on CoT positioning.

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The Closer – Dollar Rally Continues, Consumer Comfort, Generic Ballot – 10/7/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight’s report with a look at which currencies have driven the move higher in the dollar and what that move means for the real effective dollar exchange rate and the current account. We then take a look into polling here in the US and consumer sentiment across a variety of indicators.

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The Closer – Supply Response: The Long & The Short of It – 10/6/21

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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, after an update on the big reversal in European natural gas prices, we take a look around the world at global supply-side headwinds including those concerning energy and metal commodities, semis, and logistics. We close out with our weekly review of EIA data.

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