Jan 8, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s Fedspeak and where global policy rates stand (page 1). We then dive into consumer credit figures (page 2) and bank stocks (page 3). Next, we recap the latest EIA data (page 4) and big moves in solar names (page 5) before closing out with a rundown of the latest 30 year bond reopening (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 7, 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 term premium and income margins (page 1). We then deep dive into the latest job openings data in the form of the JOLTS report (pages 2 and 3) followed later by Indeed data (pages 5 and 6). We also review the latest trade data (page 4) and the weak 10 year note reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 6, 2025
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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 real yields, WTI, and copper (page 1). We then review the massive increase in batteries’ share of durable goods shipments (page 2) followed by a check up on Ford EV sales (page 3). Next, we show one other industry outside of Tech that is often featured at CES (page 4). We round out tonight with a recap of today’s 3-year note auction (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 2, 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 extraordinary outperformance of growth relative to value (page 1) in addition to the historically weak breadth observed in December (page 2). We then check in on mortgage origination data (page 3) and construction spending (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!
Dec 31, 2024
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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 performance of 60/40 portfolios (page 1) in addition to other assets (page 2). We then review the best and worst performing equities on the year (page 3) followed by an update of the latest read on home prices (page 4). We round out tonight’s report with some commentary on the quarterly rebalancing and newest changes to our AI baskets (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 30, 2024
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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 explosion of US natural gas exports (pages 1 and 2). We then review the latest positioning data (pages 3 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
