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!
Apr 17, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients,In tonight’s Closer, we begin with some commentary regarding the debt ceiling and trucking earnings (page 1). We then dive into the details of Schwab’s earnings and bank deposits (page 2). Turning to macro data, we recap today’s Empire Fed report (page 3), TICS report (page 4), auction preview (page 5), and 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!
Apr 13, 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 Fed’s balance sheet and money market flows (page 1) before diving into rate differentials (page 2). We then take a look at today’s PPI data (page 3) before closing out with a recap of the long bond reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 12, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary reviewing today’s FOMC meeting minutes (page 1) followed by a look into the latest CPI data (pages 2 and 3). We then take a look at the latest EIA data (page 4) and 10 year note 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 11, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we check in on the largest European stocks providing notes on each name in the Euro Stoxx 50 ETF (FEZ) (pages 1 -4). We also recap today’s 3 year note auction.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 10, 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 May FOMC pricing and an update of our Fedspeak Monitor index (page 1). We then dive into factor performance today (page 2). Afterward, we recap the latest consumer expectation survey (pages 3 and 4), Treasury auctions (page 5), and 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!
