Jun 2, 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 day’s Fedspeak and major earnings reports (page 1) before showing a decile analysis of recent performance for the Russell 3,000 (page 2). Turning to macro data, we then provide an update on factory orders, sales, and inventories (page 3). We then delve into today’s petroleum inventory data from the EIA (page 4) followed by a look at the historic one day move in copper prices (page 5).
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Jun 1, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight by looking at the performance of momentum relative to value as well as how earnings estimates have changed (page 1). We then pivot over to a look at the technicals of high yield and investment-grade bond ETFs. We zero in on the record streak below the 50-DMA for investment grade and what previous streaks have meant for performance (pages 2 and 3). We then quantify the Beige Book findings (page 4), update job openings data (pages 5 and 6), before closing out with an update of manufacturing PMIs (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 31, 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 into the still extreme backwardation in WTI futures (page 1) followed by a dive into a final update of our Five Fed Composite (page 2). We then show which metro areas have seen the largest home price growth since 2019 (page 3) and the further declines in consumer sentiment (page 4). We finish with our weekly recap of speculator 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!
May 26, 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 whether or not credit markets confirmed the move in equities and recent developments in bond market volatility (page 1). We then provide a breakdown of today’s GDP revisions (page 2) with a closer look at Rich’s Ratio, the personal savings rate, and gross domestic income (page 3). We also take a more in depth look at the inventory and investment components of GDP (page 4). We finish with a recap of the historically strong 7 year note 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!
May 25, 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 some notes on today’s release of the Fed’s meeting minutes (page 1). We then recap today’s 5 year note auction (page 2) followed by a look into the durable goods numbers (page 3). Pivoting back to fixed income, we then take a look at credit spreads (page 4). We finish with our weekly recap of EIA stockpile data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 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 huge reversal in the dollar while commodities have resumed a move higher (page 1). We follow up with the quarterly update from the FDIC on aggregate balance sheets of institutions covered by its deposit insurance (page 2). Turning to housing data, we then recap the latest new home sales data (pages 3 and 4) followed by an update of some Five Fed Composite charts (page 5). We finish with a recap of the 2-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!
