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!
Jul 7, 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 some of the higher highs within the higher growth areas of the market (page 1). We follow up with an update on US population trends (page 2) and how expensive financing is for US consumers (page 3). Afterward, we provide a rundown of all the ways inflation appears to be decelerating (page 4) before finishing with a look at this week’s huge crude oil inventory build (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 6, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the minutes from the June FOMC meeting (page 1) followed by a look at job openings through today’s JOLTS report (page 2) and Indeed data (pages 3 and 4). We then pivot to housing data with the latest delinquency readings out of the Mortgage Monitor report from Black Knight (page 5) and realtor.com data covering inventories and prices (page 6). We then shift into the latest PMIs (page 7) before closing with a look into the declines in agriculture commodities (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 5, 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 the massive outperformance of defensives versus cyclicals in the past month (page 1) followed by an update on US auto sales (page 2). We then provide an update of manufacturing activity (page 3) followed by a look at the latest supply chain data (pages 4 and 5). We close out with the latest 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!
Jun 30, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at crack spreads and the relative performance of refiners versus oil and gas exploration and production stocks. We also show airlines’ performance relative to the S&P 1500 (page 1). Next, we provide a technical look at 5 year yields (page 2) followed by an update of the Richmond Fed’s CFO survey (page 3). We close with an update of some important personal income and spending indictors (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 29, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a note on Fed policy and the reactions in equity markets and credit spreads (page 1), we take a look at the drivers of today’s third release of Q1 GDP (page 2). We then show how various quant factors have performed during the current bear market versus the 2007 to 2009 bear market (page 3). We finish with a rundown of the past two weeks’ data from the Petroleum Status Report (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
