Apr 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 kick things off with a look at the notable earnings released after the closing bell (page 1) followed by a look at the fundamentals of airline stocks (page 2). Next, we check in on Fed liquidity and rents (page 3) followed by a rundown of the latest GDP data (page 4 and 5). We then show demographic details of jobless claims figures (pages 6 and 7) before closing with a recap of the 7 year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 26, 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 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
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 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
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 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
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 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
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 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!
