Nov 14, 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 decile analysis based on the dollar’s action (page 1) followed by a look at the latest update of Cass freight volumes (page 2). We then dive into the latest consumer expectations data from the NY Fed (page 3 and 4) before previewing this week’s Treasury auctions (page 5). We finish with a recap of the latest positioning data (pages 6 – 8).
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Nov 10, 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 the massive moves in the dollar and 5 year yields as well as reviewing the changes in market pricing of the Fed Funds rate (page 1). We follow up with a review of the dovish Fedspeak out today (page 2). We then dive into today’s CPI data (page 3) followed by a decile breakdown of equity performance (page 4). We finish with a recap of today’s historically strong 30 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 9, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight review the further turmoil in crypto markets (page 1) followed by a recap of the latest wholesaler (page 2) and petroleum inventory data (page 3). We close out with a recap of the atrocious 10 year note auction held this afternoon (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 8, 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 next slug of earnings including those of Disney (DIS), Lucid (LCID), and LoanDepot (LDI) (page 1). We then take a look at the massive decline in FTX’s token as well as check in on total crypto market value (page 2). We follow up with some observations across other assets like Treasury yields, heating oil, and European credit (page 3). Afterward we show S&P 500 performance surrounding midterms (page 4) before closing out with a look at the historically strong 3 year note auction held this afternoon (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 7, 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 major earnings reports of stocks like Take-Two (TTWO), Activision-Blizzard (ATVI), Lyft (LYFT), and TripAdvisor (TRIP) (page 1). We then dive into a quick primer of this election season (page 2 and 3). We follow up with a review of the latest mortgage data from Black Knight (page 4), this week’s upcoming Treasury auctions (page 5), and then finish with a recap of last week’s 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!
Nov 3, 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 rundown of the major earnings reports released after the closing bell (page 1) followed by a review of the latest ISM and S&P Global Service PMI data (page 2). We then review hard manufacturing data (page 3) as well as the weak labor productivity figures (page 4). After diving into the latest homeownership rate (page 5) and Realtor.com inventory data (page 6), we finish with a look at the steep inversion of the 2s10s curve (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
