Sep 12, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at how S&P EPS estimates have shifted (page 1). Ahead of tomorrow’s CPI release, we then provide a look at the volatility on CPI release days (page 2). Next, we dive into the latest inflation expectations data from the NY Fed (page 3) followed by a recap of today’s 10 year reopening and 3 year note auction (page 4). We finish with a rundown of the latest 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 8, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at how the intraday pattern of the S&P 500 over the past couple of days has compared to other points throughout this year (page 1). We then take a look at European stocks in local currency and US Dollar terms (page 2) followed by a rundown of the latest data from the EIA (page 3) as well as WTI seasonality (page 4). Next, we review the latest consumer spending (page 5) and consumer credit data (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 7, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at how stocks and bonds have been moving hand in hand with one another (page 1) followed by a review of the Beige Book and recent Fedspeak (page 2). We then dive into Canadian central bank action and the response in the Looney (page 3). We then close with a look at the latest delinquency and mortgage data from Black Knight (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 6, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at how the Russell 2,000’s losing streak stacks up to prior streaks and what forward returns have typically looked like (page 1). We then provide an updated on the latest service PMIs (page 2) followed by a supply chain equivalent (pages 3-5). We conclude with the latest Commitments of Traders report (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 1, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the dramatic outperformance of high yield credit, the disconnect between copper and rates, and the dollar’s new high to start out tonight’s note (page 1). We then dive into the latest PMI data (page 2) followed by a look at residential construction (page 3). Afterward, we review the latest housing inventory figures from Realtor.com (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!
Aug 31, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with some commentary on Fedspeak, real yields versus forward multiples, and today’s ADP release (page 1). Next, we dive into the Canadian GDP print (page 2) followed by a look at petroleum stockpiles and production viewed through monthly and weekly EIA data (pages 3 and 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
