Mar 30, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight’s note with a look at equities’ failed breakout and the factors that drove price action today. We then review today’s final Q4 GDP numbers including a look at national income statistics. We then finish with a recap of the latest EIA petroleum stockpile data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 29, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of price action across assets including some commentary on the 2s10s inversion. We then provide a recap of the 7 year note auction. We follow up with a dive into rental prices and home prices. We then take a look at consumer confidence data from the Conference Board and Morning Consult, before finishing with a look at today’s JOLTS figures.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 28, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight’s note with a discussion of the unusual price action in US Treasuries followed by a recap of today’s 2 and 5 year note auctions. We also take a look at what Apple mobility indices are implying about demand for oil and gas. Next, we compare the macroeconomic backdrop of the current situation to the 1970s. We then provide a look at the goods trade balance and inventory numbers released today. We finish with an update on speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 24, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at EMFX performance followed by a rundown of the Federal Reserve’s quarterly update of Distributional Financial Accounts data. We also show the differing performance of investors by generation. We then take a look at quarterly equity market issuance and retirement data, preliminary durable goods figures, and the 10 year TIPS reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 23, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with looks at the supply constraints of energy and homebuilding stocks. We then dive into data out of the Dallas Fed covering operating environments of exploration and production and oilfield services companies operating in the region. Staying on the topic of Energy, we then provide an update on the most recent EIA data. We follow up with a recap of today’s new home sales figures before finishing with a recap of the very strong 20 year bond reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 22, 2022
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at which stocks have been rallying the hardest recently. We then show the massive decline in global investment-grade bonds, the move in 10y TIPS, and the 2s10s yield curve. We also show how equities have performed in the past following similar moves in rates. We then show recent trends in investor class takedowns for Treasury auctions before closing with an update of our Five Fed Manufacturing composite.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
