Oct 19, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off tonight’s report with a look into tonight’s notable earnings including that of Netflix (NFLX). We then look at the real dividend yield of the S&P 500 and net issuance and retirements of the equity market. finish with a recap of today’s residential construction data.
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Oct 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 mega-cap tech’s impact over the past few days as well as tonight’s earnings and an update on DC happenings. Next, we provide some thoughts on the ProShares Bitcoin ETF reportedly set to debut tomorrow. We then update industrial production numbers, preview this week’s Treasury auctions, and close out with last week’s COT data.
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Oct 14, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with an update of Hugo Boss earnings and Fedspeak before looking at WTI and copper’s term structure. Next, we take a look at PPI numbers then delve into transportation figures like air freight activity, truck tonnage, and rail freight volumes. We then take a look at the insights on supply chains and labor shortages through the Duke CFO survey. We close out with a recap of this week’s petroleum stockpile data from the EIA.
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Oct 13, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight taking a look at the stocks most and least correlated with inflation before diving into the meeting minutes from the FOMC’s November meeting. Next we review today’s CPI print, freight volumes data, and the 30 year bond reopening.
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Oct 12, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, with JP Morgan (JPM) kicking off earnings season tomorrow morning, we begin tonight’s note with a look at what JPM results imply for the broader market. We then review the US energy trade balance. After a recap of today’s JOLTS report, we dive into the New York Fed’s Survey of Consumer Expectations. We finish with reviews of today’s 3 and 10 year note sales.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Oct 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 decoupling of EM and crude oil prices before delving into EMFX. Next, we take a look at some of our Consumer Pulse data concerning imbalances between high and low income or wealth consumers. After a preview of this week’s Treasury sales, we finish with an update on CoT positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
