Apr 16, 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 checkup on AI stocks and the latest Fedspeak (page 1). We then take a look at how hard hit clean energy stocks have been (page 2) followed by a dive into Canadian CPI (page 3). We finish with a review of the latest residential construction figures (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 15, 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 into the drop in the percentage of S&P 500 stocks trading above their 50-DMAs (page 1). We then show the in tandem performance of rates and the dollar (page 2). Next, we preview this week’s upcoming Treasury auctions (page 3) before closing out with a rundown of futures positioning (pages 4 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
