Sep 21, 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 FOMC’s updated of the Summary of Economic Projects (page 1) as well as the market reaction to the Fed including the near record streak that ended (page 2). Next, we provide an review of the latest existing home sales data (pages 3 and 4) followed by the latest EIA data (page 5).
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Sep 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 the term structures of crude oil and gasoline (page 1) followed by a look at some positive news on the inflation front North of the border (page 2). We then turn to the latest housing data in the form of starts and permits (pages 3 & 4) before closing with a recap of today’s 20 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!
Sep 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 with a glance at the back and forth of performance of various quant factors as well as the weak IPO activity (page 1). We then take a look at liquidity in commercial paper markets and MBS (page 2). Afterward, we preview this week’s upcoming Treasury auctions (page 3) before closing out with a look at the latest speculator 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!
Sep 15, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off tonight with a look into the historic rise in short term rates as well as a glance at bank valuations (page 1). We then switch over to macro data, reviewing the latest industrial production estimates (page 2), Five Fed Composite (page 3-5), and trade prices (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 14, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the backdrop for natural gas markets and how long it has been since the commodity has seen a 52-week low (page 1). Next, we review the latest PPI data (page 2) followed by the moves in mortgage rates (page 3) and credit spreads (page 4). Switching back to energy commodities, we then review the latest petroleum stockpile data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 13, 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 what current WTI pricing means for SPR as well as the dramatic Fed repricing after today’s CPI print (page 1). We then take a dive into said CPI report (page 2) followed by a rundown of the strong demand at this afternoon’s long bond reopening (page 3). Afterward, we look at the US Census’ Annual Social and Economic Supplement of the Current Population Survey (page 4 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
