Jan 27, 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 the situation with Colombia and the latest earnings (page 1). We also start out with a look at some stocks impacted by the AI hit (page 2) in addition to new home sales data (page 3). We then review the historic divergences in breadth and price in addition to the Tech and Consumer Staples sectors (page 4). We then pivot over to the record single day decline in our AI baskets (page 5) and put a bow on the topic on the following page (page 6). We finish by reviewing today’s Treasury auctions (page 7). We then finish with a recap of the latest positioning data (pages 8 – 11).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 23, 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 recap of Trump’s comments in Davos (page 1) followed by a dive into home construction costs (page 2). We then check in on credit card portfolio performance (page 3). We then recap today’s 10-year TIPS auction (page 4) and finish with a rundown 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!
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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
