Mar 28, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at today’s Consumer Confidence numbers (page 1) followed by an update of our Five Fed composite (pages 2 and 3). We then check in on 2022 energy usage (page 4). Next, we pivot over to a number of housing releases including those from Apartment List, Zillow, Case-Shiller, and the New York Fed (pages 5 and 6) before closing out with a recap of the 5 year note 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!
Mar 27, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin looking at the correlation between bank stocks and the 2 year yield and WTI (page 1). We then take a look at equity performance based on state of domicile (page 2 and 3). We then turn over to the fourth update of our Five Fed manufacturing composite (page 4) before closing out with a recap of the weak 2 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!
Mar 23, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the moves in 2 year yields and the drop in the US dollar and commodities (page 1). We follow up with a recap of the latest new home sales numbers (page 2) and how affordability has changed (page 3). Afterward, we update our Five Fed Manufacturing composite with the addition of the Kansas City Fed (page 4) before turning over to current account (page 5) and Fed balance sheet data (page 6). We finish with a review of today’s 10 year TIPS sale (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 22, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary regarding the results of today’s Fed decision and the update of the Summary of Economic Projections (SEP) (page 1 and 2). We also dive into the market reactions across assets (page 3). We close out tonight’s report with a look at this week’s EIA release (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 21, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off by looking at Nike (NKE) and GameStop (GME) earnings (page 1) followed by a review the latest home sales figures including a look at construction costs (page 2 and 3). Afterward, we update the latest service sector surveys from regional Feds (page 4) and finish with a rundown of today’s disappointing 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!
Mar 20, 2023
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with further commentary regarding the Credit Suisse situation and its fallout (page 1 and 2). We then dive into an update of commercial mortgage backed security credit performance (page 3) before finishing with a preview of this week’s Treasury reopenings (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
