Sep 28, 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 steep backwardation in natural gas futures before reviewing the Conference Board’s reading on the consumer. We also recap the Chicago Fed’s weekly retail sales numbers and August inventory data. We follow up with a look into Case-Shiller home prices. We close out with a recap of the 7 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!
Sep 27, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review what higher short term rates mean for equities and the performance of Moderna (MRNA). We then recap today’s durable good numbers, our Five Fed Manufacturing composite, the 2 and 5 year note auctions, and finally last Friday’s COT data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 23, 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 price action in commodity markets and what new highs for brent mean for S&P 500 returns. We then take a look across the UST curve before delving into the results of today’s 10 year TIPS auction. We finish with a deep dive into today’s flow of funds data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 22, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off tonight with an in-depth review of today’s FOMC meeting and the Summary of Economic Projections (SEP). Next, we review today’s housing numbers before closing out with a recap of weekly EIA data on petroleum stockpiles.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 21, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off tonight with a look at WTI’s term structure before delving into today’s current account and residential construction numbers. We finish with a recap of today’s 20 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!
Sep 20, 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 possibility of a turnaround Tuesday and how today narrowly avoided the S&P 500 drawing down 4% from its high. We then evaluate the Evergrande saga receiving the finger-pointing for today’s selling. Turning to election news, we take a look at polling in Germany and Canada. Afterward, we look at global debt burdens, this week’s Treasury sales, and speculator positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
