Aug 18, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with an update on Fed speak (page 1) followed by an update on the macro situation in Turkey (page 2). We then review the latest existing home sales data (page 3 and 4) before updating our Five Fed Composite with the addition of the Philly Fed (pages 5 – 7). We close out with a recap of the 30 year TIPS auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 17, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the FOMC Meeting Minutes and earnings (page 1), we dive into how the moves in equities were consistent with credit markets (page 2). We then switch over the macro data to show the narrowest crude oil trade deficit on record (page 3) and retail sales (page 4 and 5). We close out with a recap of the 20 year bond 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!
Aug 16, 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 S&P 500’s failed test of its 200-DMA and how much time the index has historically spent below its 200-day during past bear markets (page 1). We then compare the moves across risk assets to forward rates (page 2). Afterward, we dive into an interesting shakeup in intraday versus after hours price action (page 3). After reviewing today’s home construction numbers (page 4 and 5), we check in on CPI north of the border (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 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 look at a couple of notable rejections of 50-DMAs (page 1) followed by a look at what the week Empire Fed reading implies for the broader market (page 2). We then preview this week’s upcoming Treasury auctions (page 3) before closing out with a look at some big moves in speculator positioning (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!
Aug 11, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things out tonight with a rundown of a handful of earnings and the persistent downtrend of crude oil prices (page 1). We then provide an overview of today’s producer price data (page 2 and 3) followed by a look at some measures on the market’s view of risk (page 4). We close with a recap of today’s long 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!
Aug 10, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by looking at FOMC member reactions to the CPI release and a handful of major earnings reports (page 1). We then dive into the details of the CPI report (pages 2 and 3). We then take a look at fund flows (page 4) and the NASDAQ exiting a bear market (page 5). We finish with overviews of today’s 10 year note auction (page 6) and the latest update on petroleum stockpiles (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
