Jul 28, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with recaps of the much awaited mega-cap earnings of Amazon (AMZN) and Apple (AAPL) (page 1). We then provide some commentary as to how to define a recession (page 2) before reviewing today’s GDP data (page 3) and some additional observations from the national income and product accounts (page 4). We then evaluate Fed Chair Powell’s statements yesterday regarding the upswing in claims being seasonal (page 5). We finish with an overview of today’s solid 7 year note 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!
Jul 27, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by summarizing the rhetoric from Powell before moving diving into market performance on Fed days. We then take a look at macroeconomic data before concluding with earnings summaries.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 26, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of the busy night of earnings including a couple of megacaps: Microsoft (MSFT) and Alphabet (GOOGL) (page 1). Next, we provide an update on the rise in rates volatility and other credit market developments (page 2). Switching over to macro data, we give a rundown of new home sales (page 3) and home prices (page 4). Afterward, we update our Five Fed Composite with the addition of the Richmond Fed’s Survey (page 5) before closing out with an overview of the 5 year 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!
Jul 25, 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 recap of tonight’s earnings reports (page 1) followed by a dive into our latest update of our Five Fed Composite with the addition of the Dallas Fed (page 2). Next, we provide a rundown of the latest release of the Chicago Fed’s National Activity Index (page 3). We close out with a recap of this afternoon’s 2 year note auction and preview the remainder of July Treasury issuance (page 4). We then update the latest 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!
Jul 21, 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 overview of the reaction to the ECB decision and today’s earnings reports (page 1). We follow up with the first update of our Five Fed Manufacturing Composite for the month of July (page 2) and what leading indicators are pointing to in regards to recession (page 3). We close out with a recap of today’s 10 year TIPS sales (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 20, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an overview of Tesla (TSLA) earnings as well as the United Airlines (UAL), CSX (CSX), and Las Vegas Sands (LVS) earnings (page 1). We then provide an update on the rapid narrowing of credit spreads (page 2) and the changing dynamics of growth relative to value (page 3). After a recap of today’s historic 20 year bond reopening (page 4), we go over existing home sales (Page 5 and 6) before closing out with an update of the latest EIA stockpile data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
