Jan 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a quantitative look at the Beige Book (page 1) followed by a dive into the CPI data (pages 2 and 3). We then look at the subsequent reaction in markets including the sharp drop in rates (page 4) and which areas of equities saw the biggest gains (page 5). We close out with a rundown of the latest EIA 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!
Jan 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of the latest PPI data (page 1) followed by a look into buy now, pay later lending markets (pages 2 and 3). We then finish with a look into freight volumes (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary on tariffs and the impacts on crude oil prices (page 1). We then check in on the latest news in private credit and earnings (page 2). Next, we review the latest data from the New York Fed’s Survey of Consumer Expectations (pages 3 and 4) before closing out with our weekly rundown of positioning data (pages 5-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 8, 2025
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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 Fedspeak and where global policy rates stand (page 1). We then dive into consumer credit figures (page 2) and bank stocks (page 3). Next, we recap the latest EIA data (page 4) and big moves in solar names (page 5) before closing out with a rundown of the latest 30 year bond reopening (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 7, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into the term premium and income margins (page 1). We then deep dive into the latest job openings data in the form of the JOLTS report (pages 2 and 3) followed later by Indeed data (pages 5 and 6). We also review the latest trade data (page 4) and the weak 10 year note reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 6, 2025
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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 real yields, WTI, and copper (page 1). We then review the massive increase in batteries’ share of durable goods shipments (page 2) followed by a check up on Ford EV sales (page 3). Next, we show one other industry outside of Tech that is often featured at CES (page 4). We round out tonight with a recap of today’s 3-year note auction (page 5) and the latest positioning data (pages 6-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
