Apr 6, 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 show where the VIX and Put/Call ratio sit. Next, we review money market fund balances and credit and equity market issuances. Afterward, we delve into job openings data through the JOLTS report and Indeed job postings.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 5, 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 an overview of where sector weightings in the S&P 500 stand. We then show the impact Tesla (TSLA) and Amazon (AMZN) are having on the Consumer Discretionary sector. Next, we take a look at positioning data from the Commitment of Traders report. Turning to macro data, we delve into today’s ISM report, last week’s Langer Consumer Comfort, mortgage data from Black Knight, and US auto sales.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Apr 1, 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, in addition to our usual end-of-week Closer featuring a recap of weekly price action in major asset classes, economic surprise index data, and trends in FX markets, we also provide some market and economic analysis. That includes a look over today’s ISM report and construction spending data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 31, 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 look over the charts of the major indices. We also review an interesting feature of today’s 52-week high for the S&P 500: there were no sectors that simultaneously closed at a 52-week high. Next, we show USDA planting and stockpile data which sent corn and soybean futures surging. We then recap today’s EIA data before closing out with a review of today’s housing data.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 30, 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 by diving into 13-Fs to estimate what Archegos portfolio could have looked like. Ahead of details due to be unveiled tomorrow, next we provide a rough outline of the infrastructure spending bill. We then look at some details of the Consumer Confidence report and Case-Shiller Home Prices released today.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Mar 29, 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 show the decline in options activity and what it could mean for the VIX. Pivoting to macro data, we provide a final look at our Five Fed Manufacturing Composite for the month of March. We also show the results of supplemental questions included in the Dallas Fed’s manufacturing survey. We close out with some historical context as to the size of the proposed infrastructure spending bill and what it could mean for inflation.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
