Feb 13, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in an earnings heavy report, tonight we begin with a look at those companies that announced results after the close (page 1) followed by an update on beat rates and stock price reactions since earnings season began (page 2 -8). We then look at the latest consumer expectations data out of the New York Fed (page 9) before closing with a look at this week’s Treasury auctions (page 10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 9, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with earnings recaps (page 1) followed by a look at the surprise 50 bps rate hike in Mexico (page 2). We then turn over to a look at CDS (page 3) before looking at the Index of Economic Activity (page 4). We finish with a recap of the weak 30 year bond 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!
Feb 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 look at tonight’s earnings reports (page 1) followed by a look at how this year’s factor performance is mirroring last year (page 2). We then check in on transportation industry volumes (page 3), petroleum inventories (page 4), and today’s very strong 10 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!
Feb 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 earnings recaps (page 1) followed by a look at stock correlations and volatility (page 2) and the contango in crude, copper, and natural gas (page 3). We then review the latest consumer credit and trade balance figures (page 4) before switching to a look at the latest readings on supply chain stress (pages 5 – 7). We close out with a recap of the historically bad 3 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!
Feb 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 some commentary regarding what Fed President Bostic had to say about last week’s jobs report followed by a recap of tonight’s notable earnings reports (page 1). We then pivot over to the performance of the semiconductors (page 2) before finishing with a look at the latest delinquency data (page 3) and a preview of upcoming Treasury auctions (page 4). Tonight there is no update on the latest CFTC’s Commitments of Traders report due to the release’s delay given the cyber security incident at ION Cleared Derivatives.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 2, 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 tonight’s earnings reports including the mega caps (page 1) followed by a decile breakdown of performance year to date (page 2). We then update today’s durable goods data (page 3) and the labor productivity numbers (page 4). We finish with a look at the latest housing inventories data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
