Mar 7, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on Fed Chair Powell’s hawkish surprise on Capitol Hill (page 1) and the subsequent market reaction including how 2 year yields topped 5% and the 2s10s curve reached the most inverted level since 1981 (page 2). We then pivot over to look at the latest consumer credit numbers (page 3) followed by a rundown of today’s 3 year note auction (page 4). We finish with an update of the latest supply chain data (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!
Mar 6, 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 decile breakdown of Russell 1,000 stocks in today’s session (page 1) followed by some commentary on natural gas’s worst day in history (page 1). We then turn over to a look US electrical capacity (page 2) and EV battery inputs (page 3). We then show the latest data on Mexican fixed investment (page 4) before closing with a preview of this week’s Treasury auctions (page 5) and the latest mortgage delinquency data (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 2, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, following recaps of today’s market moving Fedspeak, we run through the major earnings reports out after the closing bell (page 1). We then check in on various factors’ performance since the October lows (page 2). Turning to macro data, we then look at the latest vehicle sales figures from around the world (page 3) followed by US job postings from Indeed.com (page 4 and 5) before closing with a look at February housing inventory data from Realtor.com (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 1, 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 notable earnings and natural gas export volumes (page 1). We then dive into the latest construction spending figures (page 2) followed by a rundown of the S&P Global and ISM Manufacturing readings (page 3). Afterward, we dive into the latest trends in mutual fund and ETF flows (page 4) before closing with a look at the record crude exports number from today’s EIA release (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 28, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on today’s Fedspeak for Chicago President Goolsbee as well as a recap of the latest earnings (page 1). We then dive into today’s housing price data (page 2) and update our Five Fed Composite (page 3). We follow up with a look at the latest sentiment data out of the Conference Board (page 4) before finishing with a review of the stocks and sectors that have drive price action year to date (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 27, 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 decile breakdown of today’s price action based on analyst estimates, operating margins, 2022 performance, and short interest (page 1). We then check in on 60-40 portfolio returns (page 2). Switching to macro data, we provide a look at the latest manufacturing orders figures (page 3) followed by a final update of our5 Fed Manufacturing Composite (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
