Dec 4, 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 review of the latest metro level GDP data in addition to an update of our Beige Book index (pages 1 and 2). When then review the latest PMI data (page 3) and Duke CFO survey (page 4). We close out with rundowns of the latest monthly Ford (F) sales figures (page 5) and petroleum stockpile data (page 6).
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Dec 3, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with an update of our KISS basket (page 1). We then dive into the latest jobs data in the form of the JOLTS report (page 2) and Indeed job postings (page 3). We then provide commentary regarding the situation in Korea (page 4) and close out with updates of the Logistics Managers Index (page 5) and Purdue Agricultural Barometer (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 2, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of the latest PMI data (page 1) in addition to the latest construction figures (pages 2 & 3). We then review the latest positioning figures from the CFTC’s Commitments of Traders report (pages 4 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 27, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we break down today’s second reading on Q3 GDP (page 1) then move on to a review of the deluge of other data points released today including personal consumption expenditures price index data (page 2), personal income and spending (page 3), MNI Chicago PMI (page 3), and October durable goods data (page 3). We also break down another strong UST auction from this afternoon (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 26, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the minutes from the FOMC’s November meeting (page 1). We also review a strong 5y note auction (page 1), improving consumer confidence including a record reading on bullishness towards the stock market (page 1 and 2), the latest manufacturing sentiment data (page 2), outperformance of low dollar price stocks (page 3), surging French government bond risk premiums (page 3 and 4), Case-Shiller home prices (page 5), and new home sales activity (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 25, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we look at the new highs for small caps after a drawdown that lasted three years and what that means for forward returns as well as which sectors have driven small caps (page 1). We then dive into the differences between small and large cap sector weightings with a focus on the Industrial sector (page 2), before moving on to a look at the 15 small cap industrials which have performed best since the last time the index was at a record (page 3). Finally, we preview 5 and 7 year note auctions later this week and review today’s 2 year note auction before discussing what drove the big Treasury rally today (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
