Oct 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 look at the new high for NVIDIA (NVDA) and performance of the rest of the semis (page 1) followed by a dive into some interesting charts of AI Basket members (pages 2 and 3). We finish with our weekly rundown of positioning data (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!
Oct 10, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on commercial real estate (page 1) followed by a dive into the latest CPI data (page 2). We then pivot over to the latest headlines regarding auto stocks (page 3) before closing with a recap of the 30-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!
Oct 9, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by evaluating the ways the US economy is feeling the bullwhip effect (page 1) followed by a checkup on financial conditions (page 2). We then review today’s 10-year note reopening (page 3) before closing with a rundown of the latest petroleum stockpile 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!
Oct 8, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight with a look into US automaker performance and the S&P 500’s rally sans drawdown (page 1). We then review the latest investor sentiment data (page ) in addition to economic sentiment data from our Consumer Pulse report (page 3). We then check in on GDPNow (page 4) before finishing with rundowns of the latest delinquency data (page 5) and the 3-year note auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 7, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by noting the impacts of Hurricane Milton on insurance stocks (page 1) followed by a rundown on central bank activity (page 2). We then preview this week’s Treasury sales (page 3) before finishing with a review of the latest positioning data (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!
Oct 3, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into auto credit markets (page 1) followed by a review of the latest service PMIs (page 2). We then recap the latest housing data (pages 3 and 4). We then finish with a dive into the latest Indeed job postings data (page 5) including a look at the discrepancies between white and blue collar postings (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
