Jan 22, 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 into egg and meat prices (page 1 and 2). We also check in on the yield curve (page 2) followed by a dive into the latest earnings (page 3). We finish with a recap of today’s 20-year bond reopening (page 4).
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Jan 21, 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 into the Fed’s Treasury ownership and who else owns Treasuries (page 1 and 2). We then review the latest earnings (page 3) before pivoting over to some consumer spending data out of the NY Fed (page 4). We finish with a preview of this week’s Treasury auctions (page 5) and the latest positioning data (pages 6-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with some commentary regarding topics covered at today’s Senate hearing for Scott Bessent’s appointment for Treasury Secretary (pages 1 and 2). We then update our Five Fed Manufacturing Composite and discuss the moves in rates (page 3) before closing with a note on home remodeling 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!
Jan 15, 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 quantitative look at the Beige Book (page 1) followed by a dive into the CPI data (pages 2 and 3). We then look at the subsequent reaction in markets including the sharp drop in rates (page 4) and which areas of equities saw the biggest gains (page 5). We close out with a rundown of the latest EIA data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 14, 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 PPI data (page 1) followed by a look into buy now, pay later lending markets (pages 2 and 3). We then finish with a look into freight volumes (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary on tariffs and the impacts on crude oil prices (page 1). We then check in on the latest news in private credit and earnings (page 2). Next, we review the latest data from the New York Fed’s Survey of Consumer Expectations (pages 3 and 4) before closing out with our weekly rundown 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!
