Apr 26, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with earnings recaps including the well received Meta Platforms (META) report (page 1). We then dive into a look at possibilities for tomorrow’s GDP number (page 2) and durable goods (page 3). We then check in on data out of Brazil (page 4) before recapping the latest EIA data (page 5). We finish with a review of the latest Treasury 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 25, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with earnings recaps of the first of the mega-caps (page 1) followed by a look at other notables (page 2). We then dive into the latest home sales numbers (page 3 and 4) before switching to a look at home prices (page 5). We then show service activity indices (page 6) followed by a 2 year auction recap (page 7). We finish with a look at performance of the S&P 500 given the latest bearish positioning data (pages 8 and 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 24, 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 First Republic (FRC) and other notable earnings (page 1) followed by a dive into the monster bid for bills maturing prior to debt ceilings (page 2). We also take a look at the Overnight Reverse Repurchase facility and bill issuance (page 3). We then switch over to an update of our Five Fed Composite (page 4), preview this week’s upcoming Treasury auctions (page 5), and the fresh low in S&P 500 positioning (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!
Apr 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 review of the latest earnings including the massive drop in AT&T (T) (page 1). We then dive into an income breakdown of unemployment benefits (page 2) and Fed liquidity (page 3). Afterward, we provide an update of our Five Fed Composite (page 4), existing home sales (page 5), leading indicators (page 6), and the 5 year TIPS auction (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 19, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients,we begin with a review of the latest earnings (page 1) followed by an update of our quantitative look at the Beige Book (page 2). We then switch to a review of the latest EIA petroleum stockpile data (page 3) and crack spreads (page 4). We finish with a recap of the 20 year bond reopening (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 18, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin report with a look at the earnings of Netflix (NFLX), United Airlines (UAL), and Toronto-Dominion (TD) to name a few (page 1). We then dive into the latest housing data (pages 2 and 3) and check in on homebuilder stocks (page 4). Next, we review the latest services sector survey from the New York Fed (page 5), Canadian CPI (page 6), before closing out with the latest job postings numbers (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
