Jul 8, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we show the warning signs that the options market is flashing. We then recap today’s EIA petroleum data release and 10-year note auction. Next, we review this week’s fund flows.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 7, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we run through the performance of banks recently and their beta to the 2-year yield. We then take a look at delinquency rates on credit card receivables. Next, we review today’s JOLTS report and Treasury auction.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jul 6, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a break down of the past couple weeks’ rally and where stocks stand with regards to price targets. We then take a look at some PPP data and outlook surveys from our neighbors to the North. We close out tonight with 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!
Jul 1, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the backdrop of copper and money market flows before looking at the standing of the VIX. Next we review the huge upwards revisions in construction data. We finish with our weekly recaps of EIA petroleum stockpiles and ICI fund flows.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 30, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, with the year halfway through, we begin tonight’s note with a look at the performance of various assets and industry groups both YTD and in the second quarter. Turning to macro data, we review today’s release of Case Shiller home prices and the net international investment position of the US.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
Jun 29, 2020
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the deceleration of momentum and how banks look cheap. We then review some seasonal patterns of this time of year before pivoting to the Dallas Fed’s mobility indices. We then round off our Five Fed Manufacturing composite for the month of June with the addition of today’s Dallas Fed release.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!
