Mar 16, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary on the ECB’s hike and the responding move in short term rates (page 1). We then dive into First Republic’s (FRC) balance sheet (page 2). Next, we show take note on the S&P 500’s big intraday reversal (page 3). Switching over to macro data, we then update our Five Fed Manufacturing Composite (page 4) followed by trade prices (page 5) and residential construction figures (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 15, 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 the moves in 2 year yields and the massive surge in Credit Suisse CDS spreads (page 1). We follow up with a look into today’s PPI data (page 2) then a look at delinquency data (page 3) and the latest petroleum stockpile numbers (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 14, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary on the geopolitical tensions arising from the Black Sea and domestic political speak from recent bank activity (page 1). We then pivot into a review of today’s CPI data (page 2) including the potential paths ahead inflation can take (page 3). We also take a look at CPI in Argentina (page 4). We finish with a look at a decile analysis showing just how rotational today’s price action was (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 13, 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 quick update on the banking situation (page 1) followed by a rundown of the historical superlatives for the moves in rates today (pages 2 and 3). Afterward, we dive into the NY Fed’s Consumer Expectations Survey (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 9, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary on Silicon Valley Bank (SIVB) and Silvergate (SI) and recap tonight’s earnings reports (page 1). We then turn over to a review of the Fed’s Z.1 Flow of Funds report (page 2 and 3) before closing out with a rundown of today’s 30 year 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!
Mar 8, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s testimony by Fed Chair Powell and the central bank decision North of the border (page 1). We then provide a full rundown of the JOLTS data including the series revisions and latest readings (pages 2 & 3) followed by an update of the Goods & Services trade for January (page 4). After a quantitative look at the Beige Book (page 5), we recap today’s weak 10 year auction (page 6) and the latest petroleum inventories readings (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
