Apr 11, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out by taking a look at the dramatic re-steepening of the yield curve followed by a look at the performance of stocks based on beta to the 10 year Treasury future. We then show the Russell 2,000’s losing streak. Next, we dive into today’s data on consumer inflation expectations out of the New York Fed and the latest speculator positioning data before closing out with a preview of this week’s Treasury auctions.
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.
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Apr 7, 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 defensive sector outperformance and bond flows. We also check in on the record in consumer credit creation in February. We follow up with a look at how today’s price action stacks up to other periods of this year. Next, we dive into used car prices and shipping rates. We finish with a review of the crude oil term structure.
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 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 summary of the minutes from the March FOMC meeting. We follow up with a note on balance sheet runoff and the market’s reaction to today’s release of the minutes. We then recap some data South and North of the border in the form of Mexican vehicle production and the record Ivey PMI in Canada. We close out with a recap of this week’s petroleum stockpile data from the EIA.
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 5, 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 today’s Fedspeak and the price action in response. We then take a look at real rates followed by the US trade deficit before finishing with an update on delinquency data for the month of February.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 4, 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 the price action in mega caps followed by a rundown of global freight activity. We then review the update of manufacturing orders, inventories, and sales data. We then dive into electric vehicle sales’ share of total US vehicle sales. We finish with a rundown of last week’s speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 31, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in tonight’s Closer, we begin with some more details of the Biden Administration’s release of Strategic Petroleum Reserves (SPR), plans of a speculation tax, and other authorities under the Defense Production Act. We then dive into rate market and Energy sector price action. We follow up with a recap of today’s personal spending and income figures and the latest update of Indeed job postings.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
