Mar 31, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in tonight’s Closer, we begin with some more details of the Biden Administration’s release of Strategic Petroleum Reserves (SPR), plans of a speculation tax, and other authorities under the Defense Production Act. We then dive into rate market and Energy sector price action. We follow up with a recap of today’s personal spending and income figures and the latest update of Indeed job postings.
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Mar 30, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight’s note with a look at equities’ failed breakout and the factors that drove price action today. We then review today’s final Q4 GDP numbers including a look at national income statistics. We then finish with a recap of the latest EIA petroleum stockpile data.
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Mar 29, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of price action across assets including some commentary on the 2s10s inversion. We then provide a recap of the 7 year note auction. We follow up with a dive into rental prices and home prices. We then take a look at consumer confidence data from the Conference Board and Morning Consult, before finishing with a look at today’s JOLTS figures.
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Mar 28, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight’s note with a discussion of the unusual price action in US Treasuries followed by a recap of today’s 2 and 5 year note auctions. We also take a look at what Apple mobility indices are implying about demand for oil and gas. Next, we compare the macroeconomic backdrop of the current situation to the 1970s. We then provide a look at the goods trade balance and inventory numbers released today. We finish with an update on speculator positioning.
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Mar 24, 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 EMFX performance followed by a rundown of the Federal Reserve’s quarterly update of Distributional Financial Accounts data. We also show the differing performance of investors by generation. We then take a look at quarterly equity market issuance and retirement data, preliminary durable goods figures, and the 10 year TIPS reopening.
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Mar 23, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with looks at the supply constraints of energy and homebuilding stocks. We then dive into data out of the Dallas Fed covering operating environments of exploration and production and oilfield services companies operating in the region. Staying on the topic of Energy, we then provide an update on the most recent EIA data. We follow up with a recap of today’s new home sales figures before finishing with a recap of the very strong 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!
