The Closer – Fed Appointments, Crude Breaks, CBO Scoring, Inflation Expectations – 2/11/21

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 things off by recapping some Fed news and tonight’s earnings reports.  We then take a look at oil’s end to a historic winning streak.  Next, we review the CBO’s budget projections and inflation expectations before closing with a review of today’s 30 year bond auction.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Small Cap Reversal, Inflation Collapse, Federal Outlays, 10y Supply – 2/10/21

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 first observe the Russell 2,000’s outside day and Fed Chair Powell’s comments today before reviewing some of tonight’s earnings reports. We then turn to today’s CPI and federal budget data released today.  We close out with reviews of the 10 year auction and weekly EIA data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Options Volumes Retreat, JOLTS Turn Over, Soy About-Face, STIRs – 2/9/21

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 with mention of a handful of notable happenings ranging from the dollar, comments about the vaccine from the Johnson & Johnson (JNJ) CEO, and the Illinois budget forecast.  We also recap tonight’s major earnings reports.  Next we take tabs on options volumes before pivoting over to today’s release of December JOLTS data.  We also review agriculture data and the 3 year note auction.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – Small Caps Silly, GDP Slows, Auction Preview – 2/8/21

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 earnings recaps of mall REIT Simon Property Group (SPG) and subprime lender OneMain (OMF).  Next, we take a look at the Russell 2000’s recent surge, its relative valuation, and drivers of that price action.  We then take tabs on our high-frequency growth tracker and provide a preview of this week’s Treasury auctions.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

The Closer – End of Week Charts – 2/5/21

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!

The Closer – Social Media Surge, Housing Still Ripping In 2021 – 2/4/21

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 recap of tonight’s notable earning reports from the likes of Pinterest (PINS), Snap (SNAP), Peloton (PTON), Ford (F), and Activision Blizzard (ATVI).  We then take a look at a range of high-frequency indicators.  We then review some impressive housing data from Realtor.com before taking a look today’s manufacturing and productivity data.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!