Oct 2, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on the rough patch in managed care companies (page 1). We follow up with a dive into the latest sales figures from EV maker Tesla (TSLA) (page 2) and Ford (F) (page 3) before reviewing the brand breakdown of the Wards’ data (page 4).

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Oct 1, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the latest news out of the Middle East in addition to the latest earnings (page 1). We then review some data regarding patterns of government assistance (pages 2 and 3) before closing out with rundowns on the latest JOLTS report (page 4) and logistics data (page 5).

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Sep 30, 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 recent Fedspeak including Powell’s comments this afternoon (page 1). We then dive into the news and poor performance from Stellantis (STLA) (page 2) before reviewing the latest positioning data (pages 3 – 6).

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Sep 26, 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 dive into the latest annual revisions to GDP (pages 1 – 3) in addition to the latest claims data. We finish by recapping the 7-year note auction (page 4).

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Sep 25, 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 Meta’s new product and news from OpenAI (page 1). WE then dive into business bankruptcies, distressed bonds, the difference between traditional and whole business securitization (pages 2 and 3). We then review today’s CFO survey data (page 4), new home sales (page 5), 5-year note auction (page 6), and EIA data (page 7).

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Sep 24, 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 monthly energy production figures (page 1) followed by an update of our Five Fed Manufacturing Composite (page 2). Next, we look at the latest update of Case-Shiller home prices (page 3) and finish with a review of today’s 2-year note auction (page 4).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!