Sep 23, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by taking a look at the rough day for automakers and an update of Fedspeak (page 1). We also review the performance on new S&P 500 additions (page 2). Next, we take a deep dive into net worth data (pages 3 – 5). We finish with a preview of this week’s Treasury auctions (page 6) and positioning data (pages 7 – 10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 19, 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 the historically strong performance for the day after a rate decision (page 1). We then review the latest economic data (page 2) including in depth looks at the current account (page 3), existing home sales (page 4), and affordability (page 5). We finish with a rundown on today’s 10y TIPS reopening (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 18, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by discussing today’s Fed decision (page 1) and the market reaction to the rate cut (page 2). We then dive into the latest residential construction figures (page 3) before closing out with a recap of today’s EIA release (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 17, 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 preview of the FOMC including a look at the tones of recent Fedspeak and how markets have been pricing rates (page 1). We then review the latest retail sales and industrial production data (page 2) in addition to CPI from North of the border (page 3). We close out with a recap of the 20-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!
Sep 16, 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 our new dividend stock index (page 1) followed by a preview of upcoming Treasury sales (page 2). We then review the latest positioning data (pages 3-6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 12, 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 recap of the earnings of Restoration Hardware (RH) and Adobe (ADBE) in addition to the latest FOMC news (page 1). We then recap today’s PPI data (page 2) before turning over to the Flow of Funds (Z1) report (pages 3 & 4). We finish with a recap of the long bond reopening (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
