Nov 23, 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 look at what tones were present in today’s minutes. We also check in on flows for the ARK ETF complex (page 1). Next we recap today’s durable good orders numbers (page 2) followed by a rundown of new home sales (pages 3 and 4). We finish with a look at the latest EIA data (page 5).
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Nov 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 look at equities’ new highs and whether or not high yield confirmed the move (page 1). We then take a look at volumes for this point of the year for Treasuries (page 2) followed by a 7 year note auction recap (page 3) and a look at the latest allotment data (pages 4 and 5). Next, we review the latest non-manufacturing data from the Philly Fed’s (page 6 and 7) before pivoting to an update of our Five Fed Manufacturing Composite (page 8). We close out with the EIA’s monthly update of energy production and consumption.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 21, 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 look at the dynamics of quant factors over the past year (page 1) followed by a look into the latest earnings as crypto tests it post-FTX lows (page 2). We follow up with a look at volumes during Thanksgiving week (page 3). We then take a look at the two Treasury auctions held today (page 4) before finishing with a look at the multiple records in the latest positioning data (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!
Nov 17, 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 some commentary on Fedspeak and tonight’s earnings reports (page 1). We then pivot to a review of today’s residential construction numbers (pages 2 & 3) followed by an update of our Five Fed composite (page 4). We finish with a review of the 10 year TIPS reopening. (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 16, 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 some commentary on today’s Fedspeak followed by a look at the latest dose of semis earnings (page 1). We then dive into some details of today’s economic data including various retail sales categories and industrial production (page 2). Afterward, we take a look at corporate issuance, FX, real yields, and crude term structure (page 3). Then we provide a recap of the latest EIA data (page 4) before finishing with an overview of today’s very strong 20 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!
Nov 15, 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 review of the events in Poland as well as the 10 year’s move below SOFR (page 1). We then take a look at the latest PPI data (page 2) followed by an in depth look at the New York Fed’s quarterly debt report (pages 3 – 6). Afterward, we show some data regarding the rise of coverage of layoffs in news headlines and internet searches before closing with an update of the latest job postings data from Indeed (pages 7 and 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
