Oct 28, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with recaps of tonight’s major earnings reports including those from Apple (AAPL), Amazon (AMZN), and Starbucks (SBUX). We then show the inversion of the long end of the US Treasury curve as well as today’s 7-year note auction. Turning to macro data, we review today’s GDP numbers and update our Five Fed Manufacturing Composite with the final input for the month of October.
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Oct 27, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a quick recap of some of the major reports out after the closing bell, we explain some of the moves in long-term interest rates including a look at the blockbuster 5-year note auction. We then delve into today’s durable goods data and the advanced retail inventories numbers. We close out with a look at weekly EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 26, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after our recap of tonight’s major earnings reports including those from Microsoft (MSFT), Alphabet (GOOG), and Robinhood (HOOD), we show the term structure of Brent crude oil and take a brief look at rates markets. We then recap today’s new home sales data and update high-frequency GDP trackers. We then show the relationship between inflation expectations and gas prices and we finish with a review of today’s two-year note auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 25, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into Facebook (FB) earnings and recaps of a few other notables out after the closing bell. We then take a look at the Fed’s balance sheet and today’s release of the Chicago Fed’s CFNAI. We then update our Five Fed Composite and preview this week’s Treasury auctions before closing with the most recent speculator positioning data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 21, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of notable earnings reports released after the bell—including those of Intel (INTC), Snap (SNAP), Whirlpool (WHR), and Chipotle (CMG)—we take a look at the big drop in Brazilian equities and some of the other macro and political happenings in the country. We then update our Five Fed Manufacturing Composite before finishing with a review of today’s 5 year TIPS auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 20, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with recaps of tonight’s notable earnings reports including those of Tesla (TSLA), IBM (IBM), CSX (CSX), and more. We also provide an update of weekly data from ICI on fund flows and EIA on petroleum stockpiles later on. Next, we show a quantified look at today’s Beige Book before comparing US and Canadian inflation. We also take a look at the record tail in today’s 20-year Treasury bond reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
