Jan 12, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out by taking a look at dip-buying before commenting on some geopolitical news concerning Russia and related market reactions. We then show the rough run that MBS have had. We then turn to macro data including the hot CPI print, EIA, and the 10 year reopening.
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Jan 11, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after looking at Amazon’s (AMZN) sideways range, we keep tabs on the performance of emerging markets. We then provide an update of our Fedspeak monitor and some commentary on Fed Chair Powells appearance in front of the Senate today and the impact of the Fed’s balance sheet. Next, we check in on how the surge in COVID cases has impacted consumer mobility and what the impact will be on growth. We finish with a recap of today’s 3 year note auction.
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Jan 10, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing what stocks were the biggest movers today followed by looks at the relationship between silver and TIPS and EM versus US bonds. We then review today’s wholesale inventory and sales data as well as the NY Fed’s Consumer Expectations survey. Next, we preview upcoming Treasury auctions before closing with a look at the most recent COT report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 6, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the performance of quantitative factors today as well as how copper has moved towards contango. We then take tabs on the 10 year yield and compare the FOMC’s Summary of Economic Projections now versus the prior 10y peak. We then recap today’s trade balance numbers followed by the ISM Services data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 5, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by looking at how the FOMC Minutes affected markets today and what those minutes had to say. We then compare today’s reaction to the minutes to past bad reactions. Next, we take tabs on grwoth stocks and IPOs before finishing with a look at the huge gasoline build per today’s EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 4, 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 a decile breakdown of the performance of Russell 1,000 based on NTM EPS multiples, operating margins, and revenue growth. We then check in on the drivers of the growth versus value trade. Next, we take a look at Ford (F) versus General Motors (GM) and FAANG breadth before pivoting into today’s JOLTS report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
