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.
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Sep 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on Canadian elections, before reviewing the implications for investors and USDCAD. We then take a look at the VIX and WTI curve. Next, we provide an update on CoT positioning and this week’s US Treasury issuance.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 2, 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 the performance of industrials versus tech in the US and resources versus tech in Europe. We also show quarterly productivity numbers and an update of the trade balance. We then finish with a look at manufacturing activity.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Sep 1, 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 the cost of borrowing for energy companies and the group’s larger backdrop. Next, we show just how bad ADP has been missing estimates. We then recap PMI data and 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!
Aug 31, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a quick look at the performance of auto stocks. We then provide an update on home prices before taking a look at real yields over the past few cycles. We then show recap today’s Canadian GDP numbers and consumer sentiment numbers.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Aug 30, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with market pricing of inflation and then look at whether or not credit markets have confirmed the move in equities. We then show the relative performance of Chinese equities versus the US. We then review recent Fedspeak before taking a look at the final August update of our Five Fed Composite with the addition of the eleventh district’s survey. We also review the results of the supplemental questions to this month’s report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
