Nov 18, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the Russell 2,000’s rest of the high end of the past year’s range before taking tabs on the VIX and tin. We then update our Five Fed Manufacturing Composite with the addition of the Philly and Kansas City reports. After a look at consumer comfort and TIC flows, we finish with a recap of today’s 10 year TIPS sale.
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Nov 17, 2021
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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 price action in crude oil and today’s EIA data. We then review recent CPI data from our neighbors to the North. After a review of starts and permits figures, we close out with a recap of today’s unexpectedly bad 20-year bond auction.
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Nov 16, 2021
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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 the relationship between the S&P 500 and other major indices and record highs. We also take a look at the natural gas term structure. With the dollar at new highs, we then show the performance of Russell 1,000 stocks based on their international revenue exposure. Next, we show the political polarization appearing in consumer sentiment and we finish with a look at industrial production data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 15, 2021
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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 the dollar relative to inflation and tonight’s earnings reports. Next, we provide an updated look at the Kansas City Fed’s labor market index. We then take a look at Canadian manufacturing data before previewing this week’s Treasury auctions and Commitment of Traders data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 11, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the move in lumber from extreme backwardation into extremely steep contango. We also show that picture for several other commodities. Next, we take a look at the stocks most positively and negatively correlated with the two-year yield and baskets of inflation-sensitive stocks. We then look at Indeed job postings data ahead of tomorrow’s JOLTS report. We finish with a look at investor class auction allotments through October.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Nov 10, 2021
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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, we go over a decile analysis showing performance since the end of September across a variety of factors. Next, we delve into today’s CPI data showing which categories contributed to this month’s strong reading. We finish with reviews of today’s EIA data and terrible 30 year bond auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
