Jan 23, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at some key market downtrends that were broken today as well as how the MSCI China ETF (MCHI) performs relative to the US during the Lunar New Year (page 1). We then turn to the only macro data release today: Leading Indicators (page 2). We follow up with a preview of this week’s Treasury auctions (page 3) before closing with an update on the latest shifts in speculator positioning (pages 4 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 19, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on how cyclicals have done relative to defensives and how much recent equity moves have to do with rotation (page 1). We then turn over to economic data with a recap of today’s residential construction numbers (pages 2 – 4) as well as an update of our Five Fed Composite (page 5). We then review the latest petroleum stockpile numbers (page 6) before closing with a recap of the 10 year TIPS auction (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 18, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an update of the technicals of the major indices (page 1) followed by a quantitative view of the Beige Book (page 2). We then recap today’s retail sales report (page 3) and PPI data (page 4). Afterward, we look at the latest job postings data from Indeed (pages 5 and 6) before closing out with a rundown of another strong Treasury 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 17, 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 historic outperformance of European equities relative to equities here in the US (page 1) followed by a look at the latest data from the ZEW survey (page 2).
We then dive into the dud of a January Empire Manufacturing survey (page 3) before previewing this week’s issuance out of the US Treasury (page 4). We finish with our weekly rundown of the latest positioning data from the CFTC’s Commitments of Traders report (page 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 12, 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 two year yield’s breakdown as the S&P 500 runs into resistance (page 1). Next, we dive into the latest CPI data including what drove today’s print and the potential paths it can take from here (pages 2 – 4). We follow up with a look at transportation costs from Cass (page 5) then run through the details of today’s historically strong 30 year bond reopening (page 6). We finish by taking a look at the plateau in housing inventories (page 7) as housing sentiment is a shade of its former self (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 11, 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 surge in copper over the past week and what that has done for the Chilean Peso. We also check in on credit spreads and auto lending (page 1). We then pivot over to a look at the Euro and European stocks (page 2). Next, we dive into the BLS data of expenditure and income data for 2021 (page 3) followed by a recap of the strong 10 year reopening (page 4) and massive crude oil inventory build (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
