Oct 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 review of the latest major Tech earnings from Intel (INTC), Amazon (AMZN), and Apple (AAPL) (page 1). We then check in on decile performance for the month of October (page 2) before reviewing the latest economic data including PCE (page 3), the MNI Chicago PMI and ECI (page 4), and state level jobless claims (page 5).
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Oct 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 dive into all the latest earnings including results from Meta Platforms (META), Microsoft (MSFT), Starbucks (SBUX) and more (pages 1 and 2). We then review the first update of Q3 GDP data (page 3) in addition to a look at the rest of today’s economic data (page 4). We finish with an update on petroleum supplies (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 29, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off tonight with an overview of the latest earnings (page 1). We then dive into the latest labor market data in the form of the JOLTS report (pages 2 and 3) and Indeed job postings (pages 4 and 5). Next, we check in on home prices (page 6) before closing out with a rundown on today’s very strong 7-year note auction (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 28, 2024
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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 at tonight’s earnings (page 1) in addition to a preview of upcoming mega cap earnings (pages 2 and 3). We also check in on beat rats thus far (page 4) before updating our Five Fed Manufacturing Composite (page 5). We also look at consumer confidence (page 6), the latest Treasury auctions (page 7), and finish with a recap of 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!
Oct 24, 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 US semi production (page 1) followed by an earnings update (page 2). We then review new home sales data (page 3) followed by a review of today’s historic tailing 5-year TIPS auction (page 4). We then provide an updated look at jobless claims data and how recent hurricanes impacted them (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 23, 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 rundown of tonight’s earnings including reports from Tesla (TSLA) and IBM (IBM) to name a couple (page 1). We then review our latest update of the Beige Book (page 2) followed by a dive into the latest home sales and affordability data (pages 3 and 4). Next, we review today’s 20-year bond reopening (page 5) and close out with a look at 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!
