Oct 3, 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 S&P 500 performance the day after a bear market low and how overbought the dollar has been (page 1). We then review a slug of macro data including the latest manufacturing PMIs (page 2), mortgage delinquencies (page 3), and housing inventories (page 4). We finish with our weekly recap of speculator 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!
Sep 29, 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 VIX (page 1) followed by a look at which stocks made new lows today (pages 2 – 4). We then provide a rundown of the latest revision to GDP (page 5) with a closer look at GDI (pages 6 -7). We finish with a look at consumer sentiment (page 8) and investor sentiment (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 28, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out looking at the historic moves across fixed income markets (page 1) followed by a principal component analysis of eight different assets (page 2). Turning to macro data, we highlight the trade deficit surge (page 3), the latest CFO survey (page 4), and EIA data (page 5). We finish with a rundown of the 7 year note auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 27, 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 reasons why this morning’s rebound had its legs kicked out from under it (page 1) followed by an update of Nord Stream pipeline news (page 2). Next, we take a look over some “breaking” markets (page 3) before reviewing today’s very weak 5 year note auction (page 4) and just how weak this month’s Treasury sales have been (page 5). We close with a review of the latest new home sales 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!
Sep 26, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in tonight’s Closer, we look at the extension of the bear market and all the other assets that have tumbled (page 1). We then provide an update the rise in mortgage rates and what that could mean for delinquencies (page 2). Afterward, we take a look at the moves in currencies via the Big Mac (page 3). Next, we recap today’s 2 year note sale (page 4) before closing out with a review of the latest Commitments of Traders 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!
Sep 22, 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 10 year yields around the globe (page 1). We then pivot over to a look at the Real Estate sector and how its yields stack up to those of other sectors (page 2). Afterward, we take a look at real yields (page 3). Turning to macro data, we then update our Five Fed Manufacturing Composite with the addition of the Kansas City Fed (page 4) and the latest current account data (page 5). Turning back to real rates, we finish with a look at today’s 10 year TIPS reopening (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
