Apr 6, 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 stock performance of auto OEMs and aircraft manufacturers (page 1) followed by an update of the latest Canadian employment report (page 2). Afterward, we review some details of the revisions to claims data (pages 3 and 4).
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Apr 5, 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 Western Alliance (WAL) outflows and the surge into money market funds (page 1). Next, we dive into the Dallas Fed’s bank survey (page 2) and Citi Economic Surprise indices (page 3). We then update non-manufacturing PMIs (page 4), Indeed job postings numbers (pages 5 and 6), and petroleum inventories (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 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 commentary of former President Trump’s charges and commentary from various companies ahead of earnings season (page 1). We then dive into today’s JOLTS data (page 2) and factory orders figures (page 3). Next we run through further details on the latest vehicle sales numbers (page 4) before closing with a recap of the Logistics Managers’ Index (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!
Apr 3, 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 checkup on the Strategic Petroleum Reserve (SPR) and crack spreads (page 1). We then turn over to today’s PMI data (page 2 and 3) followed by a look at construction spending (page 4). Next we review the latest housing data from Black Knight (page 5) and Realtor.com (page 6) before finishing with a rundown of Friday’s Commitments of Traders report (pages 7 -9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 30, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with the broken silence out of FOMC members (page 1) followed by a look through the latest GDP update (pages 2 – 4). We then look at the latest update of the Fed’s balance sheet (page 5) before closing with a look at quarterly sector performance (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 29, 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 various monetary policy scenarios based on market pricing (page 1). We then dive into today’s pending home sales numbers (page 2) followed by a look at the latest quarterly CFO data (page 3). Next, we recap this week’s EIA data (page 4) and the 7 year note 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!
