Feb 15, 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 multiple pandemic-related earnings reports out today followed by a dive into US credit issuance. We then take a look at the PPI numbers including a look at logistics costs.
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Feb 14, 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 tonight’s earnings including those of Avis Budget (CAR) and Intuit (INTU). We then pivot over to some against the grain inflation data followed by a look at what the Ukraine-Russia situation has done to the oil term structure of the countries/ bonds, currencies, and stocks. After previewing this week’s Treasury auctions, we close out with a look at futures positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 10, 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 some comments on the moves in the yield curve and Fedspeak followed by a review of tonight’s earnings. We then dive into today’s CPI figures and the dramatic move in 2-year yields. We close with a recap of the 30-year bond auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 9, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after reviewing notable earning reports, we dive into the relative performance of value and dividends versus growth and momentum. We also take a look at the VIX and what commodities and signaling about yields. We then show the huge rise in mortgage rates and what that has implied for mortgage REITs and homebuilders. We follow that with a recap of today’s historically strong 10 year auction and data on transportation services activity, inventories, and petroleum stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 8, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight by first going over the notable earnings of the night including those of Lyft (LYFT), Chipotle (CMG), and Enphase (ENPH). We then take a look at how the 3-month yield hit a new high and what that has historically meant for S&P 500 performance. Next, we dive into the trade balance numbers followed by a review of mortgage delinquency data. We finish with a recap of today’s stellar 3-year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 7, 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 mall occupancy and rents followed by sector weightings and valuations across market caps. We then dive into today’s Consumer Credit data, preview this week’s Treasury auctions, and finsih with a review of speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
