Apr 21, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we highlight prior times that the S&P has seen 1% intraday gains turn into 1%+ losses and how the index has performed in the days and weeks following (pg. 2). We also dive into this evening’s key earnings reports (pg. 1) and show how supply chains are easing a bit from our Five Fed Manufacturing data (pg. 5). Finally, make sure to check out our analysis on Indeed job posting data (pg. 7). There are some really interesting demographic trends that you might not know about!
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 20, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the historic hit to housing affordability shown through the latest existing home sales data. We also dive into tonight’s earnings reports, the Beige Book, record demand in the 20 year Treasury reopening, and very strong EIA data:
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 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 notable earnings out after the closing bell including Netflix (NFLX), IBM (IBM), and Interactive Brokers (IBKR) on page 1. Over the following pages, we take a deep dive into some mechanics of mortgage markets and mortgage rates’ relationship to Treasuries. (pages 2 through 4). After recapping the latest monthly residential construction data (page 5 and 6), we take a look at the annual housing survey figures from the New York Fed (page 7)
If you’re wondering what the Closer is like each day, click here or on the thumbnail image below for a sample of a few pages from the report.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 18, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with today’s earnings report from trucking company JB Hunt (JBHT) which gave us some great insights that we cover on page 1. Even though homebuilder stocks are in a steep drawdown, analysts remain very optimistic on earnings for the group. Check out the chart on homebuilder orders at the bottom of page 2. On page 3 we note that bank loan books are “ramping up at an impressive pace” based on recent earnings reports. Money center bank loan books are surging. Finally, make sure to check out our weekly update on speculator positioning from the CFTC on pages 5 and 6.
If you’re wondering what the Closer is like each day, click here or on the thumbnail image below for a sample of a few pages from the report.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 13, 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 how the most aggressively valued stocks and other factors performed today before following up with a recap of the record PPI data. Next, we review the mediocre long bond reopening before finishing with a look at the record trade surplus of petroleum products.
If you’re wondering what the Closer is like each day, click here or on the thumbnail image below for a sample of a few pages from the report.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 12, 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 market pricing for policy rates before diving into today’s update of CPI data and some reasons to believe inflation has peaked. We then update the latest data on government receipts and outlays. We round out tonight’s note with a recap of the historically bad reopening of 10 year notes.
If you’re wondering what the Closer is like each day, click here or on the thumbnail image below for a sample of a few pages from the report.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
