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!
Nov 21, 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 the post election moves in small caps (page 1). Next, we review existing home sales (page 2) including a look at affordability (page 3). We then check in on the leading index and our 5 Fed Manufacturing Composite (page 4). We finish with a rundown of today’s 10-year TIPS 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!
Nov 20, 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 estimates of neutral rates in addition to NVIDIA (NVDA) earnings results (page 1). We then provide a look into state level JOLTS data (page 2). We also review the weak 20-year bond auction (page 3) and latest release of EIA 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!
Nov 19, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with commentary on tariffs (page 1). Next, we check in on the performance of office loans and CMBS (page 2) in addition to reviewing today’s residential construction figures (page 3). We finish with a rundown on Canadian inflation (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 18, 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 at the dynamics of growth and momentum (page 1) in addition to providing an update on the crude term structure and our Fedspeak index (page 2). We then dive into consumer credit (page 3) and freight data (page 4) before previewing this week’s Treasury auctions (page 5). We close out with a positioning recap (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!
Nov 14, 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 discussion on Fed Chair Powell’s commentary today (page 1) followed by some news on EV tax credits (page 2). We also check in on tax and tariff mentions in conference calls (page 3) before switching over to an update of our Best of Breed baskets (pages 4 and 5). We close out with PPI (page 6) and EIA data updates (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
