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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!
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a note on continuing claims relationship to the unemployment rate (page 1) followed by a dive into CMBS and office CRE (page 2). We then finish with a recap of Tuesday’s 5-year note auction and today’s 7-year note auction (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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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 S&P 500 valuations (page 1) in addition to year to date returns from around the globe (page 2). Next, we review the latest durable goods data (page 3) and new home sales (page 4). We then pivot into this week’s Treasury auctions (page 5) and close with a rundown of 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!
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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 FedEx (FDX) and Nike (NKE) earnings (page 1) followed by a rundown of the latest leading index and 5 Fed data (page 2). We also check in on existing home sales (page 3) before closing out with a recap of today’s horrendous 5 year TIPS reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the FOMC including the changes to forecasts (pages 1 and 2) and the huge drop in equities in response (page 3). We also check in on the performance of equal weight stocks and the dollar (page 4). We then switch to a recap of today’s residential construction figures (page 5) and 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!
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a review of the latest retail sales report (pages 1 and 2) in addition to Chile central bank and EMFX happenings (page 3). We then review the fourth straight tailing 20-year bond sale (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!