Mar 17, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight comparing the macro backdrop now versus the Volcker era. We then show what analysts are projecting for the rest of the year and 2023. We follow with a recap of today’s residential construction numbers and 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!
Mar 16, 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 the FOMC happenings today, where financial conditions stood headed into the decision, and the reactions across assets. We then dive into some consumer sentiment data and the latest release on petroleum stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 15, 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 taking a look at producer prices. We then move to US inventory data, followed by demand insights. We finish with a look into the rise in inventories compared to the pace of new orders.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 14, 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 taking a look at prior instances of both stocks and bonds hitting six months lows, followed by a look into recession odds based on the recent action in equity and credit markets. We then take a look into the effects of China’s COVID-zero policy, and finish with an analysis on emerging markets.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 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 by taking a look at the backwardation of crude oil and crack spreads followed by an update on the situation in Ukraine. We then dive into today’s inflation data. Next, we look at government receipts and today’s historically strong 30 year bond sale.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 9, 2022
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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!
