Oct 12, 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 how many stocks are hitting new lows as the S&P 500 also reaches a new low (page 1). We follow up with a look at credit spreads (page 2) followed by which stocks have fallen the furthest from 52-week highs and which stocks have seen the largest drops in price to sales ratios (pages 3 and 4). We then dive into the PPI release (page 5) and how that data is showing less stressed supply chains (page 6). We finish with a review of today’s weak 10 year note 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!
Oct 11, 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 risk asset’s sharp turn lower on comments from Bank of England Governor Andrew Bailey (page 1) followed by a look at emerging market performance (page 2 and 3). We then provide an update on Fedspeak (page 4) as well as a look at the New York Fed’s Consumer Expectation Survey (page 5). We finish with a review of today’s 3 year note sale (page 6) and a look at the diverging performance of the Dow Transports and the semis (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 10, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, with US bond markets closed, we take a look at international yields as well as small cap valuations relative to large caps (page 1). Next, we review the disconnect between homebuilding stocks’ price action and their macro backdrop (page 2). We follow up with a preview of this week’s Treasury auctions (page 3) then a rundown of the latest positioning data (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 6, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the moves in Treasury yields on the back of today’s Fedspeak followed by a review of seasonality of nonfarm payrolls ahead of tomorrow’s release (page 1). We then show some of the record moves in marijuana and related ETFs (page 2). We then check in on performance based on various quant factors (page 3). We finish with a look at the latest job postings data (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 5, 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 decile analysis of today’s price action as well as the return of energy outperformance (page 1). Staying on the topic of energy, we review the latest EIA data (page 2). We follow up with a rundown of the latest trade balance data (pages 3 and 4) before finishing with a look at the latest service PMIs (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 4, 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 5% gains or larger over two day spans in regards to past bear markets (page 1) followed by a look at the dollar versus a number of currencies (page 2). Turning to macro data, we then review the latest JOLTS numbers (page 3). Next, we dive into the latest logistics data (pages 4-6) and auto sales numbers for Q3 (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
