Jan 2, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the extraordinary outperformance of growth relative to value (page 1) in addition to the historically weak breadth observed in December (page 2). We then check in on mortgage origination data (page 3) and construction spending (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!
Dec 31, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the performance of 60/40 portfolios (page 1) in addition to other assets (page 2). We then review the best and worst performing equities on the year (page 3) followed by an update of the latest read on home prices (page 4). We round out tonight’s report with some commentary on the quarterly rebalancing and newest changes to our AI baskets (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 30, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the explosion of US natural gas exports (pages 1 and 2). We then review the latest positioning data (pages 3 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 26, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a note on continuing claims relationship to the unemployment rate (page 1) followed by a dive into CMBS and office CRE (page 2). We then finish with a recap of Tuesday’s 5-year note auction and today’s 7-year note auction (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 23, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into S&P 500 valuations (page 1) in addition to year to date returns from around the globe (page 2). Next, we review the latest durable goods data (page 3) and new home sales (page 4). We then pivot into this week’s Treasury auctions (page 5) and close with a rundown of the latest positioning data (pages 6-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 19, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of FedEx (FDX) and Nike (NKE) earnings (page 1) followed by a rundown of the latest leading index and 5 Fed data (page 2). We also check in on existing home sales (page 3) before closing out with a recap of today’s horrendous 5 year TIPS reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
