Jan 25, 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, after a recap of tonight’s major earnings reports including that of Microsoft (MSFT), we take a look at the massive outperformance of the Energy sector. Running through today’s economic data, next we show home price appreciation, consumer confidence, and an update of our Five Fed manufacturing composite. We also take a look into state and local government receipts and expenditures and close out with a recap of today’s 5 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 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 showing Omicron’s impact on Markit PMIs and the Chicago Fed National Activity index. We also take a look at deciles of performance today. We then take a look at real stock prices and valuations of Banks, Industrials, and Consumer Staples. After touching on this week’s Treasury auctions, we provide an update of the most recent Commitments of Traders data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 20, 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, after a recap of the poorly received earnings from Netflix (NFLX) we comment on rail stock earnings. We follow up with a look forward performance when small caps are at 52-week lows and when sentiment is as bearish as it currently is. We then delve into the record lows for housing inventories, update our Five Fed Manufacturing Composite, weekly EIA data, and 10 year TIPS auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 19, 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 recap of the earnings of United Airlines (UAL) and Alcoa (AA) followed by a look at the big drop in biotech. We then show Brazil’s breakout and a couple of other South American countries. Afterward, we review today’s permits and starts data followed by a review of the 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!
Jan 18, 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 with a recap of the notable earnings reports out after the closing bell followed by a look at flows into the ARK funds. We then take a look at rates markets and Treasury International Capital System (TICS) flows. We then preview this week’s upcoming Treasury auctions and last week’s Commitments of Traders data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 13, 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 the selling pressures faced by meme stocks and other high growth areas. We follow up with a look at major indices’ valuations versus their long-term averages and the reasons for it. We then take a look at presidential approval ratings, producer prices, and 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!
