Dec 16, 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 Canadian political stress and corresponding market moves (page 1). We also check in on our Fedspeak Monitor Index (page 2) in addition to a preview of the busy week of central bank happenings (page 3). After checking in on commodity prices (page 4), we preview this week’s Treasury auctions (page 5) and look at the latest positioning data (pages 6-9).
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Dec 12, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an overview of how bad breadth has been (page 1) followed by a dive into the rate hike in Brazil (page 2). We then take a deep dive into the Fed’s massive Flow of Fund report which received an update today. We cover topics like household net worth, debt growth, delinquencies, bank income, and more (pages 3 – 9). We finish with an overview of the week long bond reopening (page 10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 11, 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 today’s CPI data (pages 1 and 2) in addition to wage growth and yields (page 3). We then review today’s very strong 10-year note reopening (page 4) and petroleum inventory 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!
Dec 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 look at estimates for real output and the productivity cycle (page 1). We then check in on the latest earnings news and price action so far this week (page 2). Next, we cover investor sentiment (page 3), Treasury allotment figures (page 4), and a recap of today’s 3-year note auction (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 9, 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 freight rates (page 1) in addition to commodity prices (pages 2 and 3). We then review the latest New York Fed Survey of Consumer Expectations (page 4 and 5). We also review mortgage delinquencies (page 6), upcoming Treasury auctions (page 7), and 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!
Dec 5, 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 low volatility recently (page 1) in addition to the latest trade data (page 2 and 3). We also check in on some earnings (page 3) and then review the latest housing data from Realtor.com (pages 4 and 5) and then take a look at the performance of our AI baskets since the release of ChatGPT (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
