Aug 9, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a brief recap of tonight’s earnings reports, we also show the resurgence of the meme stock trade (page 1). We follow up with the latest productivity and costs data for Q2 (pages 2 and 3). Afterward, we dive into the latest housing inventory data from Realtor.com showing a surge in active listings (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 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 note on the NVIDIA revenue warning and how that relates to some of our Consumer Pulse data and other gaming-related earnings (page 1). We then circle back to Friday economic data with a review of the latest consumer credit numbers (page 2). We then show how overbought US equities are (page 3) followed by a dive into the latest consumer expectations data out of the NY Fed (page 4) before previewing this week’s Treasury auctions (page 5). We finish with a rundown 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!
Aug 4, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of major earnings reports out after the bell (page 1), we take tabs on the results of earnings season thus far (pages 2 – 4). We then pivot over to today’s trade balance data (page 5) with a breakdown of US trade a various countries (page 6). We then take a look at how news mentions of layoffs and job cuts have risen as well as the disconnect between initial and continuing jobless claims (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 3, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of tonight’s major earnings reports (page 1), we show the huge contribution of mega-cap stocks in the past month (page 2). We then review global PMIs with the addition of today’s services release (page 3 and 4). We then pivot to hard manufacturing data in the form of factory orders (page 5). We finish with the latest on petroleum stockpile data (page 6) and the the implications of a rising supply of gasoline on equity prices (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 2, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight showing how Fedspeak was the reason behind soaring rates in today’s session (page 1) followed by a recap of tonight’s earnings (page 2). We then review today’s JOLTS data (page 3) before finishing with a dive into the latest logistics 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!
Aug 1, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, with the last busy week of earnings ahead of us, we start out tonight checking in on the percentage of companies cutting and raising guidance (page 1). We then dive into today’s construction spending data (page 2), manufacturing PMIs (page 3), Indeed job postings (page 4), and mortgage delinquency figures (page 5). We finish with a look at the historic low in positioning of S&P 500 futures and what that means for performance going forward (pages 6 – 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
