Jul 19, 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 recap of the earnings of Netflix (NFLX), JB Hunt (JBHT), and Interactive Brokers (IBKR) (page 1) followed by a deep dive into today’s residential construction numbers (pages 2 – 5). Next we show the turn around in junk bonds as the NASDAQ 100 took out its 50-DMA (page 6) before finishing with an update on the number of stocks that have been reporting triple plays (page 7).
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Jul 18, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by providing some insight into the macro implications of corporate decisions and comments from the likes of Apple (AAPL), Bank of America (BAC), and IBM (IBM) earnings (page 1). We then provide a look at major Wall Street firms’ performance of trading and investment banking businesses (page 2). We follow up by showing the impacts of mortgage rates on the housing market (page 3) before finishing with a preview of this week’s Treasury issuance (page 4) and the huge net short positioning in S&P 500 futures (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 14, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after starting out tonight’s note with an overview of the day’s Fedspeak (page 1), we provide some commentary as to the market implications of Italian politics (page 2) and the relationships between the US dollar, commodities, and Fed policy (page 3). We then dive into today’s release of PPI including a look at what these figures imply for core PCE (page 4). We finish with a look at which stocks have driven the past week’s declines (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 13, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by taking a look at how there is a bullwhip effect impacting the economy and how monetary policy is playing its role in that effect (page 1). We then dive into the huge drop in our quantitative assessment of the Beige Book (page 2). Next, we recap the June update of the federal government’s budget statement (page 3), the drivers of inflation (page 4), and Canadian policy rates (page 5). We finish with a recap of the 30 year bond auction (page 6) and the latest EIA 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!
Jul 12, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, starting out with some comments on KoneCranes and the stock’s usage as a read on global industrial activity, we then take a quick glance across the moves in markets today (page 1). Next, we take a look into the dollar’s 52-week high and the implications for various sectors (page 2) as well as dollar correlated portfolios (page 3). We then turn to the USDA’s outlook for wheat crops (page 4) before finishing with a recap of another bad 10 year note sale (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 11, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by showing the relationship between equity prices and real rates, and what that implies for further moves in stocks. We also take a look into the dollar’s surge and EMFX (page 1). We follow up with a rundown of retail gas prices (page 2). Next we show inflation expectations from today’s Consumer Expectations report from the NY Fed (page 3) as well as other inflation expectations (page 4). We finish with a recap of today’s 3 year note auction (page 5) as well as the latest update on Commitments of Traders 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!
