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.

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Nov 9, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of the major earnings reports out after the closing bell, we delve into today’s PPI numbers and what it implies with CPI. We then take a dive into consumer credit data from the New York Fed. We finish with a recap of today’s 10-year note auction.

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Nov 8, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an overview of legislation working its way through Capitol Hill followed by a look at what sectors led the S&P 500 higher today. We then delve into today’s data from the Senior Loan Office Outlook Survey and the New York Fed’s Consumer Expectations Survey. We then go over this week’s Treasury auctions before finishing with a recap of the latest CoT report.

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Nov 4, 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 of Peloton (PTON), AirBnB (ABNB), and Uber (UBER). Next, we delve into the details of the quarterly wage and productivity data released today. We then take a look at a Chicago Fed published indicator that attempts to track national GDP on a monthly basis.

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Nov 3, 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 tapering announcement and Fed Chair Powell’s comments following today’s FOMC meeting. We also show the market reactions across assets. After a recap of tonight’s earning reports we then delve into today’s ISM and EIA data.

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Nov 2, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after reviewing today’s earning reports, we showcase which stocks have driven the move higher since October 4th. We then discuss the governor’s election in Virginia before closing out with a discussion of the moves in fixed income markets.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!