Sep 16, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off tonight by taking a look at corporate bond spreads. We then delve into the happenings in UK power markets and the effects on natural gas markets. We then provide an update of high frequency growth tracking and our Five Fed composite. We follow up with a review of today’s TICK flow data.
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Sep 15, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the Russell 2000’s consolidation and which stocks have been the best performers during that period. We then take a look at import and export prices before pivoting over to some manufacturing data. We close out with a recap of this week’s EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 14, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the US’s share of world market cap, 10y TIPS, and the dollar. We then go over Census data released today on income, poverty, and health insurance. We finish with a recap of today’s CPI release.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 13, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an interesting note on the timing of volatility and options expiration. We then take a look at Cleveland Fed’s Nowcast for CPI ahead of tomorrow’s release before delving into what the NY Fed’s consumer expectations data has to say on the matter. We then recap the budget statement and COT positioning.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 9, 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 fixed income markets relative to monetary policy and fiscal policy news. We then take a look at the stellar sale of 30-year bonds. Next, we show how business formations have changed. We finish with a look at the impacts of Hurricane Ida 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 8, 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 returns for the ARK Universe of ETFs. We then review shipping rates and corporate issuance. Next, we take a look at commercial bank positioning around Treasuries and MBS before delving into today’s JOLTS report. We also dig into some PMIs from North of the border. We finish with recaps of the July Mortgage Monitor from Black Knight and today’s very strong 10-year note reopening.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
