Mar 1, 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 across a handful of the dramatic moves in markets including the change in the 10-year TIPS yield, WTI curve, high yield spreads and the VIX. After recapping earnings and Ukrain news, we then dive into the historic move in European fixed income markets. We also look across the massive returns year to date across a variety of commodities, finishing with a look at the huge gains in clean energy stocks.
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Feb 28, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off tonight’s Closer showing the intraday volatility and performance of defense stocks. We then recap today’s inventories and trade balance numbers. After recapping some Ukraine and earnings news, we finish with a look at the latest update on positioning data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 24, 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 an overview of the sanctions that have been put in place by the US and European countries on Russia. We then make note of the massive premium to net asset value of Russia ETFs and Russian companies’ weights in other ETFs. We then recap tonight’s earnings reports followed by dives into today’s GDP figures, EIA petroleum data including a look at what share of total imports come from Russia, and a review of the 7 year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 23, 2022
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of tonight’s notable earnings reports followed by a look at where earnings estimates stand during the S&P 500’s correction. We then take a look at Facebook’s share of the S&P 500. We then dive into Ukrainian and Russian fixed income markets and today’s 5 year note auction here in the US.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 22, 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 quick update on the situation in Ukraine and sanctions that were put into place today. We also touch on the market reaction to this news. Next, we recap some earnings news out after the closing bell and take a look at crude oil markets. We then dive into the solid 2-year note auction followed by a look at today’s economic data including home prices, consumer sentiment, preliminary Markit PMIs, and an update of our Five Fed Manufacturing composite. We finish with an update of the most recent CoT data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 17, 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 the divergence between earnings and equity prices followed by how extended gold prices have become. We then review today’s terrible 30 year TIPS sale and update our Five Fed Manufacturing Composite. We finish with a dive into today’s housing data,
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
