Nov 2, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a complete rundown of the FOMC meeting including commentary on the FOMC’s confused communications (page 1), the reaction across assets (page 2), as well as a more granular look at the remarkable reaction by stocks (page 3). We then turn over to the latest major earnings reports released after the closing bell (page 4) before closing with a rundown of the latest EIA data (page 5).
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Nov 1, 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 latest earnings reports including EA (EA), AirBNB (ABNB), Credit Acceptance Corp (CACC), and AMD (AMD) (page 1). We follow up with a review of the latest JOLTS data (pages 2 and 3). Turning to construction spending, we highlight the massive surge in home improvement spending (page 4) followed by a look at the latest ISM data (page 5). We finish with a look at the October Logistics Managers Index (page 6 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 31, 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 extremely volatile session in Brazil as well as the Dow posting one of its best months of the last 100 years (page 1). We then provide an updated look at some of our most recent Consumer Pulse data (page 2) followed by a look at rental data (page 3). We finish with a rundown of the latest positioning data from the CFTC (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!
Oct 27, 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 Meta Platform’s (META) fall from grace as well as the S&P 500’s rejection of its 50-day moving average (page 1). We follow up with a look at the first release of Q3 GDP (page 2) followed by a review of durable good orders (page 3). Afterward, we provide an update of our 5 Fed manufacturing composite with the addition of the Kansas City Fed (page 4) before closing out with a review of the latest 7 year note 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!
Oct 26, 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 historic underperformance of the FAAMG stocks as well as the outperformance of heavily shorted stocks (page 1). We then dive into the latest EIA data highlighting the record crude export number (page 2). We then review the latest trade balance data and its implications for GDP (page 3). Afterward, we recap new home sales (pages 4 and 5) before finishing with a look at the 5 year note sale held this afternoon (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 25, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight’s note with a look at the 5% gain in the homebuilders (page 1) followed by a recap of the latest home price data (page 2). We then review the latest consumer sentiment data (pages 3 and 4) followed by an update of our Five Fed manufacturing composite with the addition of the Richmond Fed (pages 5 and 6). We finish with a recap of today’s 2 year note sale (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
