Dec 28, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a checkup on natural gas production (page 1) followed by a look at high yield bond outperformance (page 2). Turning to macro data, we provide a final update of our Five Fed Manufacturing Composite (page 3 -5) before closing out with a recap of today’s 5 year note auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 27, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in tonight’s Closer, we begin with a note on valuations, volumes, and a decile breakdown of today’s price action based on year to date performance (page 1). Afterward, we discuss the trade surplus figures (page 2) followed by a look at the latest inventories data (page 3). Staying on the topic of macro data, we then show the continued drop in home prices (page 4).We then recap today’s stellar 2 year note auction as well as preview the other auctions slated for this week (page 5) before finishing with a rundown of the latest positioning data (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 22, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a glance at performance in the final trading days of the year (page 1). We follow up with a rundown of the latest macro data including a review of the latest GDP print (page 2), an update of our Five Fed Composite (page 3), and the big drop in leading indicators (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 21, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the moves in credit markets, the VIX, ags, and FX (page 1). We then dive into the latest inflation numbers from Canada (page 2) as well as the US current account (page 3). Next, we provide a review of the latest CFO survey (page 4) followed by recaps of today’s 20 year bond reopening (page 5) and EIA petroleum stockpile 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!
Dec 20, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after some commentary on tonight’s notable earnings reports (page 1) we take a deep dive into the latest weakness in housing data (pages 2 – 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 19, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight by checking in on where the past several days of declines leaves the S&P 500 from a technical perspective and what forward returns may look like given similar past declines (page 1). We then check in on economic and policy uncertainty indices (page 2) and Canadian home prices (page 3). We then preview this week’s Treasury auctions (page 4) before finishing with a speculator positioning update (pages 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
