Feb 12, 2025
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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 today’s CPI data (page 1 and 2) including a look at how the market reacted to the release (page 3). We then review the latest earnings reports (page 4) before finishing with overviews of the latest EIA data (page 5) and 10-year note auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 11, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding government deficits (page 1) followed by a dive into the latest earnings (page 2). We then review investor sentiment (page 3) before closing out with a rundown of the strong 3-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!
Feb 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the latest inflation expectation data (page 1) followed by a review of the other data featured in the New York Fed’s Survey of Consumer Expectations (page 2). Afterward, we check in on mortgage rates and earnings (page 3) and then preview this week’s Treasury issuance (page 4). We then close with a weekly recap of 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!
Feb 6, 2025
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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 into the latest labor productivity numbers (page 1) followed by a rundown of the latest earnings that includes the results of Amazon (AMZN) and more (page 2). We close out with an update on the rally in AI stocks over the past six months (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of the latest refunding plans from the US Treasury in addition to a look at fair value of yields (page 1). We then provide an update on QT and Fedspeak (page 2) followed by a rundown of the latest service PMI data (page 3). After running through tonight’s earnings reports (page 4), we finish with a recap of the latest EIA data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 4, 2025
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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 into the massive recovery in cruise stocks (page 1). We then look at the latest job openings data through Indeed (page 2) and JOLTS data sets (page 3). Next, we review the latest Fedspeak and earnings (page 4) before switching over to a look at housing inventories (pages 5 and 6) and delinquency data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
