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!
Jan 10, 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 fresh 52 week lows for natural gas and the implications for the Energy sector (page 1). We then provide an update of Fespeak’s recent tones (page 2). Afterward, we review the Fed’s preferred measure of inflation ahead of Thursday’s CPI print (page 3). We close out with a recap of today’s record setting 3 year note auction (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 9, 2023
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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 repo markets post-holidays (page 1) followed by a preview of this week’s upcoming Treasury auctions (page 2). Next, we recap the latest consumer credit data (page 3) followed by a rundown of the New York Fed’s Survey of Consumer Expectations (page 4 and 5). We finish with a look at 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!
Jan 5, 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 spot commodity prices (page 1) followed by an update of rent price data (page 2). We then review the latest Fedspeak and check in on the bear flattening of the yield curve (page 3). Afterward, we look at EV auto sales and the performance of auto stocks (page 4) before closing with an update of the latest EIA data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 4, 2023
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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 recap of the House Speaker voting (page 1) as well as what the December FOMC meeting minutes contained and how the market reacted (page 1 and 2). We then dive into the latest JOLTS (page 3) and ISM data (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 3, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with commentary on the election of a new House speaker (page 1), followed by a rundown of the latest supply chain data (pages 2 -4). We finish with a recap of 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!
