May 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 latest earnings including those of a couple of Berkshire Hathaway (BRK/B) holdings (pages 1 and 2). We then dive into the weakness in wholesale trade sales data (page 3) before flipping over to the latest SLOOS data (pages 4 and 5).We then review the latest Consumer Expectations survey from the New York Fed (pages 6 and 7). We close out with a rundown of this week’s Treasury auctions (page 8) last week’s positioning data (pages 9 – 11).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 4, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with earnings recaps (page 1) followed by a dive into the the steepening of the yield curve (pages 2 and 3). We then take a look at the latest nonfarm productivity and costs numbers (page 4), money market fund flow (page 5), and global supply chain pressures (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 3, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the latest earnings (page 1) followed by commentary on today’s FOMC meeting and the market’s reaction to the decision (page 2). Switching over to macro data, we provide a look at the latest PMIs (page 3), homeownership rates (page 4), mortgage delinquencies (page 5), and petroleum inventories (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 2, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after earnings recaps (page 1), we check on the collapse in regional banks, the rise in credit spreads, and drop in yields and energy prices (page 2). Turning to macro data, we recap today’s JOLTS figures (pages 3 and 4) and finish with a look at the latest logistics data (pages 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 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 number of earnings recaps (page 1) followed by a dive into the latest construction spending numbers (page 2). We then review the number of notable new lows in the latest positioning data (pages 3-5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 27, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at the notable earnings released after the closing bell (page 1) followed by a look at the fundamentals of airline stocks (page 2). Next, we check in on Fed liquidity and rents (page 3) followed by a rundown of the latest GDP data (page 4 and 5). We then show demographic details of jobless claims figures (pages 6 and 7) before closing with a recap of the 7 year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
