Nov 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 review of the events in Poland as well as the 10 year’s move below SOFR (page 1). We then take a look at the latest PPI data (page 2) followed by an in depth look at the New York Fed’s quarterly debt report (pages 3 – 6). Afterward, we show some data regarding the rise of coverage of layoffs in news headlines and internet searches before closing with an update of the latest job postings data from Indeed (pages 7 and 8).
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Nov 14, 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 decile analysis based on the dollar’s action (page 1) followed by a look at the latest update of Cass freight volumes (page 2). We then dive into the latest consumer expectations data from the NY Fed (page 3 and 4) before previewing this week’s Treasury auctions (page 5). We finish with a recap of the latest positioning 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!
Nov 10, 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 the massive moves in the dollar and 5 year yields as well as reviewing the changes in market pricing of the Fed Funds rate (page 1). We follow up with a review of the dovish Fedspeak out today (page 2). We then dive into today’s CPI data (page 3) followed by a decile breakdown of equity performance (page 4). We finish with a recap of today’s historically strong 30 year bond auction (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 9, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight review the further turmoil in crypto markets (page 1) followed by a recap of the latest wholesaler (page 2) and petroleum inventory data (page 3). We close out with a recap of the atrocious 10 year note auction held this afternoon (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 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 the next slug of earnings including those of Disney (DIS), Lucid (LCID), and LoanDepot (LDI) (page 1). We then take a look at the massive decline in FTX’s token as well as check in on total crypto market value (page 2). We follow up with some observations across other assets like Treasury yields, heating oil, and European credit (page 3). Afterward we show S&P 500 performance surrounding midterms (page 4) before closing out with a look at the historically strong 3 year note auction held this afternoon (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 7, 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 major earnings reports of stocks like Take-Two (TTWO), Activision-Blizzard (ATVI), Lyft (LYFT), and TripAdvisor (TRIP) (page 1). We then dive into a quick primer of this election season (page 2 and 3). We follow up with a review of the latest mortgage data from Black Knight (page 4), this week’s upcoming Treasury auctions (page 5), and then finish with a recap of last week’s positioning 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!
