Mar 9, 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 some comments on the recent events in oil markets and the moves in used car prices. We then review this week’s EIA data followed by a decile analysis showcasing today’s mean reversion. After reviewing JOLTS data we recap today’s 10-year note reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 8, 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 noting some of the extremely volatile intraday moves across commodity markets. We then not take a look at S&P 500 performance given where implied volatility stands. We then recap today’s Treasury auction and liquified natural gas markets. We finish with a look at what the impact of higher gasoline prices will be on the American consumer.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 7, 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 by showing which stocks led the way lower in today’s session and whether or not recent price action is consistent with bear markets. We then note some feedback effects of elevated oil prices. Next, we review the moves in fixed income markets while also previewing this week’s Treasury sales. We finish with a look at mortgage delinquency data and positioning data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 3, 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 review of what Fed Chair Powell spoke on today in his appearance in front of the Senate. We then take a look at recession odds and productivity and cost data. We finish with a look across crude oil prices in other currencies and copper’s new high.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 2, 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’s Closer with some comments on Fed Chair Powell’s appearance in front of the House of Representatives. We also review the Fed’s latest update of the Beige Book. We then review the Bank of Canada’s rate hike and Canadian crude demand. We follow up with the latest EIA data and a look at the disconnect between mortgage rates and Treasuries.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 1, 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 look across a handful of the dramatic moves in markets including the change in the 10-year TIPS yield, WTI curve, high yield spreads and the VIX. After recapping earnings and Ukrain news, we then dive into the historic move in European fixed income markets. We also look across the massive returns year to date across a variety of commodities, finishing with a look at the huge gains in clean energy stocks.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
