Feb 23, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss GDP revisions released today along with a status check on banks, data on petroleum markets. and an earnings review from 10 different stocks that reported after the bell today.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 22, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we talk about earnings covering chips, the shale patch, platform companies, and casual dining. We then discuss today’s Fed minutes, the nascent uptrend in the dollar, and the rapid dislocation of metals markets that support EV battery markets.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 21, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review after-the-bell earnings results including companies dealing in crypto, RVs, and housing. We also take a look at moves in interest rates, existing home sales, PMI data, and the latest Treasury auction.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 16, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with some commentary on the EV recalls (page 1) followed by a review of the latest PPI data (page 2). We then turn to some commentary on the latest Fedspeak and earnings (page 3) before turning over to the latest residential construction figures. We finish with a review of today’s 30 year TIPS auction.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 15, 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 look at the CBO’s update of fiscal policy forecasts (page 1) followed by a rundown of tonight’s earning reports (pages 2 and 3). We then dive into apparent seasonal adjustment issues in the retail sales report (page 4) before turning to the latest hard manufacturing data (page 5). After a recap of today’s 20 year bond auction (page 6) we dive into some of the oddities of the latest EIA data (pages 7 and 8). We finish with a look at homebuilder stocks after big jumps in homebuilder sentiment as we saw today (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 14, 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 hawkish tones out of the Fed (page 1) followed by a dive into crude oil markets (page 2). We then review the latest CPI print (pages 3 and 4) before finishing with an update of the latest job postings data (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!
