Jun 22, 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 divergence between real yields and valuations as well as the new low in the VIX (page 1). We then dive into the massive amount of data released today including leading indicators (page 2), the Chicago Fed’s National Activity index (page 3), regional Fed manufacturing gauge (pages 4 and 5), existing home sales (page 6), petroleum inventories (page 7). We close with a recap of today’s 5 year TIPS reopening (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 21, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we first look at the industry group valuations (page 1) and which S&P 500 stocks are priced the most cheaply based on price to sales ratios (page 2). We then dive into the latest job postings data from Indeed (pages 3 and 4) before closing with a recap of today’s 20 year bond reopening which saw a record bid to cover ratio (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 20, 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 the Smart Money Indicator (SMI) as well as how high flying the Nasdaq has gotten (page 1). We the look at the latest business formation (page 2) and residential construction figures (pages 3 and 4). Next, we preview this week’s upcoming Treasury reopenings (page 5) before closing with the latest speculator positioning data (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 15, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on the IPO market (page 1) followed by a dive into the historic divergence between performance after hours and intraday (page 2). We then take a look at TIC flows (page 3), update our Five Fed Composite (page 4), industrial production (page 5), and housing market data from Zillow (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 14, 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 review of today’s FOMC decision as well as the market’s reaction and update of the Summary of Economic Projections (pages 1-3). We then dive into today’s PPI data (page 4) and EIA reading on petroleum stockpiles (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 13, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off by looking at the extreme overbought readings the S&P 500 is flashing (page 1). We follow up with a look at what performance ahead of Fed days means for Fed days themselves (page 2). We then take a dive into today’s CPI data with a focused look at super core prices (page 3 and 4) before rounding out tonight’s report with a recap of the strong 30 year bond auction (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
