Apr 11, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of the ECB’s thinking in its rate decision as well as an update on the latest Fedspeak (page 1). Next, we dive into the details of today’s PPI data, including a look at the release’s proxy for PCE (page 2). We finish with a rundown of today’s weak 30 year bond reopening (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 10, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the latest CPI data (pages 1 and 2) followed by a look at the big reactions from Treasuries and the dollar (page 2). We then provide an update on the FOMC minutes (page 3) and the latest EIA data (page 4). We close out with a recap of today’s horrible 10 year note reopening (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 9, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the performance of the stocks most correlated to inflation (page 1) followed by a dive into S&P 500 performance on the days that CPI releases (pages 2 and 3). We finish with a recap of today’s massive tailing 2 year note auction (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 8, 2024
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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 Bank of Israel’s rate decision as well as the latest Fedspeak (page 1). We then review the latest findings from the New York Fed’s Survey of Consumer Expectations (pages 2 and 3). Next, we preview this week’s upcoming Treasury auctions (page 4) before closing with a rundown of the latest positioning data (pages 5 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 4, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at the dramatic intraday reversal in crude oil and stocks (page 1) followed by a rundown of the Fedspeak that drove that intraday price action (page 2). Then we dive into some findings from the Bespoke Consumer Pulse Report and what forward S&P 500 performance looks like given past readings on sentiment from the survey (pages 3 and 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 3, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on Fed Chair Powell’s speech today in addition to an update of our Fedspeak Monitor Index (page 1). We then review the latest PMI data (page 2) before pivoting over to a look at Ford EV sales (page 3). We finish with a review of the latest EIA data (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
