Dec 19, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight by checking in on where the past several days of declines leaves the S&P 500 from a technical perspective and what forward returns may look like given similar past declines (page 1). We then check in on economic and policy uncertainty indices (page 2) and Canadian home prices (page 3). We then preview this week’s Treasury auctions (page 4) before finishing with a speculator positioning update (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!
Dec 15, 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 post Fed meeting performance and the correlation between stocks and bonds (page 1). Next, we provide an update of the latest industrial production numbers (page 2) as well as update our Five Fed Manufacturing Composite (page 3). We finish with a look at homebuilders’ outperformance as well as checking in on mortgage backed securities (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 14, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we dive deep into the FOMC meeting tonight with a review of the Summary of Economic Projections (page 1), Fed Chair Powell’s presser (page 2), and the market’s reaction (page 3). We finish with a recap of the latest petroleum inventory 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!
Dec 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 commentary on the arrest of Sam Bankman-Fried (page 1) followed by a rundown of the latest CPI data (page 2 and 3). We then check in on 2 year and 5 year breakeven yields as well as USDJPY and EURUSD (page 4) before finishing with a review of the very weak 30 year bond reopening (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 12, 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 huge divergence between the moves in the VIX and stocks (page 1) followed by some commentary regarding the latest federal budget figures (page 2). Next we review the latest consumer expectations data out of the New York Fed (page 3) before recapping today’s 3 and 10 year Treasury sale (page 4). We finish with our weekly recap of 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!
Dec 8, 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 relative performance of long bonds and precious metals (page 1) followed by a review of state level education statistics (page 2). We then provide some commentary about the dollar in relation to stocks (page 3). We finish with a look a decile performance in today’s session (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
