May 26, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at world market cap and the drop in commodities. We then review the Atlanta Fed’s monthly report on business expectations and uncertainty. Next, we recap today’s 5-year note auction and EIA data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 25, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of today’s action across assets and a note on the policy front, we recap today’s data out of the Richmond Fed and how it impacted our Five Fed Composite. We then take a deep dive into housing data. We round out tonight’s note with a recap of the two-year note auction and national energy consumption figures.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 24, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the largest uptake in the Fed’s overnight reverse repo facility since 2017. We then show updated data on dealer positioning in US Treasuries before previewing this week’s auctions. We then look at debt issuance followed by an update on oil rig counts. We close out with some highlights of Friday’s Commitment of Traders data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 21, 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.
The Closer is one of our most popular reports, and you can sign up for a free trial below to see it!
See tonight’s Closer by starting a two-week free trial to Bespoke Institutional now!
May 20, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of tonight’s earning reports and the news out of the Treasury on tax avoidance and a global minimum tax rate. Next, we provide an update of the many records in our Five Fed Manufacturing Composite. We then recap today’s 10 year TIPS auction and price action in breakeven and repo markets. We close out with May data from the Fed’s Financial Stability report.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
May 19, 2021
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of Fedspeak and the meeting minutes released today, we take a look into the US dollar headed towards new lows and what stocks would benefit. Next, we provide an update on Canadian inflation. We then dive into bitcoin’s price action and what that means for the Grayscale Bitcoin Trust (GBTC). We close out with reviews of today’s 20 year bond auction and crude oil inventories.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
