Jul 14, 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 recap of big bank earnings before pivoting over to a quantitative look at the Beige Book. Next, we show the details of today’s PPI numbers before closing out with a review of today’s petroleum stockpile data.
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Jul 13, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off by showing the areas of the market showing deflationary price action followed by a deep dive into today’s CPI data. We then recap today’s 30 year bond reopening and what Fastenal (FAST) sales project for industrial production later this week.
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Jul 12, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by checking in on tin prices and market pricing of rates in the future. We then pivot to freight volumes and pricing. Next, we review today’s survey data from the NY Fed on consumer inflation expectations. We close out with a recap of today’s 3-year note auction and 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!
Jul 9, 2021
Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we recap weekly price action in major asset classes, update economic surprise index data for major economies, chart the weekly Commitment of Traders report from the CFTC, and provide our normal nightly update on ETF performance, volume and price movers, and the Bespoke Market Timing Model. We also take a look at the trend in various developed market FX markets.
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Jul 8, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the mechanics of the US mortgage-backed security market, we take a look into mortgage rates. We then show the historic streak the 10 year yield has been on and a decile analysis of today’s price action. We also show the move in the VIX relative to the drop in equities before closing with a recap of today’s EIA data.
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Jul 7, 2021
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after providing some commentary on today’s Fed Minutes, we delve into the JOLTS report and related openings data from Indeed. We then show how the ARK Invest ETFs have performed and how growth and value have tracked real yields.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
