Oct 24, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight’s Closer with a look at the record drop in Chinese ADRs (page 1) followed by a look at lumber prices drop back to a normal range (page 2). We follow up with a review of the performance and fundamentals of automakers (page 3). Turning to macro data, we review the latest PMIs (page 4) then preview this week’s primary market Treasury sales (page 5). We close with a review of speculator positioning (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!
Oct 20, 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 tonight’s notable earnings reports (page 1) followed by a look at the moves in fixed income markets that have left various maturities at multi-year highs (pages 2 – 4). We then update our Five Fed Manufacturing Composite (page 5) followed by a rundown of today’s existing home sales data (pages 6 and 7). Afterward we show the run up in news mentions of various economic topics (page 8) before closing out with a recap of the 5 year TIPS sales (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 19, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary regarding tonight’s earnings reports and Fedspeak (page 1). We follow up with a look at SPR inventories (page 2) followed by a look at the latest EIA inventory release (page 3). Afterward, we pivot over to today’s residential construction data (pages 4 – 6). We then review today’s disappointing 20 year bond reopening (page 7) before closing out with a quantitative look at the Beige Book (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 18, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with commentary regarding tonight’s earnings reports (page 1) followed by a look terminal rates (page 2). We then dive into today’s industrial production figures (page 3) followed by a look at asset correlations (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 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 a check up on crude markets, followed by a check in on the return of various Treasuries (page 1). We then dive into the rise in policy rates globally (page 2) and how central bank balance sheets look (page 3). We follow up with a decile breakdown of today’s price action (page 4), a preview of this week’s Treasury auctions (page 5), and finally a review 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!
Oct 13, 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 incredibly rare engulfing candle for the S&P 500 today (page 1). We follow up with a deep dive into the latest CPI print (page 2 and 3) as well as the market reaction (page 4). With earnings season beginning in earnest, we then show the most volatile stocks on earnings (page 5) followed by a recap of today’s EIA data (page 6) and 30 year bond reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
