Feb 2, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of tonight’s notable earnings, we show how the S&P 500 has surged through its 200-DMA followed by a look at what stocks have been the biggest contributors to the past few days’ rally. We then delve into state level unemployment rates, Canadian housing data, and EIA stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 1, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a review of earnings recaps of Alphabet (GOOGL), Advanced Micro Devices (AMD), PayPayl (PYPL), Starbucks (SBUX), and General Motors (GM). After a quick note on Fedspeak, we then circle back on the broader market implications of Exxon Mobil (XOM) earnings and Ford (F) capex as well as a look at oil prices impact on inflation. We then recap today’s JOLTS data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 31, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, first up tonight is a look at the major earnings reports out after the closing bell followed by some notes on FOMC speakers. We then take a look at the mean reversion of growth versus value. Turning to macro data, we update our Five Fed Manufacturing Composite with the final addition for January, EIA data on energy consumption, and speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 27, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of tonight’s earnings and the first release of Q4 GDP. We then take a look at the unbelievable moves in natural gas futures. We close out with a 7 year note auction recap.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 26, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, first, we review tonight’s earnings reports followed by a dive into the FOMC statement and market reactions across assets. We then provide an update on trade data, new home sales, and weekly EIA figures.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 25, 2022
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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!
