Feb 1, 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 FOMC decision and Fed Chair Powell’s presser (pages 1 and 2). We then dive into the major earnings reports of the evening (page 3) before switching to the latest macro data in the form of the JOLTS report (page 4), ISM Manufacturing (page 5), and EIA inventories (page 6).
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Jan 31, 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 major deceleration in wage and salary growth (page 1) followed by a look at the reversal in rental and home prices (page 2). We also update the latest homeownership and vacancy rate data (page 3). Following a rundown of tonight’s major earnings reports (page 4) before pivoting to show the outperformance of cyclical sectors relative to defensives (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 30, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a recap of Whirlpool (WHR) earnings before pivoting to a look at housing related stocks more broadly (page 1). We then dive into the outperformance of commodities relative to the dollar (page 2). Next, we provide our fifth and final update of our Five Fed Manufacturing Composite (page 3 – 5). Afterward, we show just how strong January was for Treasury auctions (page 6) before closing with a rundown of the latest positioning data (pages 7 -9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 26, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s major earnings announcements, we dive into the S&P 500’s breadth breakout (page 1). We then provide a rundown of the latest GDP release (page 2) as well as the Chicago Fed’s National Activity Index (page 3). We then turn to the latest manufacturing data in the form of our Five Fed Manufacturing Composite (page 4) and durable goods (page 5). We finish with a review of new home sales (pages 6 and 7) and a review 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!
Jan 25, 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 how good of a month it has been for growth relative to value followed by a recap of a handful of tonight’s major earnings reports (page 1). We then provide an updated look at the lack of Triple Plays there have been (page 2). Next, we show an update of ETF and mutual fund flows (page 3) before recapping yet another impressively strong Treasury auction (page 4). We finish with a review of the latest EIA 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!
Jan 24, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we check in on our EMFX index as well as show how oversold the US dollar has become relative to its 200-DMA (page 1). We follow up with an update of the latest flash PMI data from S&P Global (page 2) and our Five Fed Composite with the addition of the Richmond Fed (page 3). We then recap today’s very strong 2 year note auction (page 4) and the latest Treasury auction allotment figures (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
