Aug 30, 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 breakdown of the forward multiples of Russell 1,000 stocks and how much the index would need to decline to reach certain multiples (page 1). We then provide a decile breakdown of performance since the August 16th high (page 2). Turning to macro data, we dive into today’s JOLTS data (page 3) and rent and home prices (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 29, 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 how intraday performance today of the S&P 500 compared to the average since the high on August 16th. We also show the new high in high yield (page 1). We follow up with a preliminary look at some of our Consumer Pulse data (page 2) followed by a final update of our Five Fed Manufacturing Composite for the month of August (page 3). We also take a look at supplemental questions regarding supply chains from today’s Dallas Fed release (page 4). We finish with the latest update of the Commitments of Traders report (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!
Aug 25, 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 what Blackstone’s (BX) announcement regarding home purchases implies for housing activity as well as a look at today’s Fedspeak (page 1). We then update GDP contributions with the second update of the Q2 release (page 2). We take more granular looks at inventories and corporate profits (page 3) as well as the discrepancy between GDP and GDI (page 4). Next, we take a look at freight rates and trade volumes (page 5) before turning to the latest update of our Five Fed Manufacturing Composite (page 6). We finish with a look into today’s historically strong seven year note auction (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 24, 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 overhead resistance for the S&P 500, regional currency moves, and credit spreads (page 1). We follow up with a dive into the details of the mixed durable goods report and how nominal activity translates to volumes (page 2 and 3). We then recap today’s 5 year note sale (page 4) and the latest weekly release of the petroleum status report (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 23, 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 sharp decline in preferred shares (page 1) followed by a look at the decline in auto prices (page 2). Afterward, we dive into today’s new home sale data (page 3) and then pivoting over to the latest update of preliminary S&P Global PMIs (page 4). We finish with a rundown of the weak 2 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!
Aug 22, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by looking at the stocks that have been most heavily punished over the past couple of days (page 1) followed by a look into the dollar and its relation to commodities (page 2) and commodities themselves after that (page 3). We then preview this week’s Treasury auctions (Page 4) before updating on the latest speculator positioning numbers (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!
