Sep 11, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the massive intraday reversal in equities and the 52-week low in gas prices (page 1). We then rundown today’s CPI data (pages 2 – 4) before turning to the strong 10-year note reopening (page 5) and finish with a recap of the latest petroleum stockpile 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!
Sep 10, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an in depth dive into the latest FDIC quarterly banking profile data (pages 1 – 3). Staying on the topic of banks, we check in on bank stock performance (page 4). We then review the US Census release of the Current Population Survey Annual Social and Economic Supplement (pages 5 – 8). we close out with a 3-year note auction review (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 9, 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 stocks that have been most and least correlated to AI stocks (page 1). We then look into the latest inflation data from South of the Border (page 2). We then review today’s consumer credit figures (page 3) as well as the New York Fed’s Survey of Consumer Expectations (pages 4 and 5). We then preview this week’s Treasury auctions (page 6) before closing out with 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 5, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into S&P 500 performance following new lows in yields (page 1) followed by a review of the latest productivity data (page 2). We then dive into claims seasonality and service PMIs (page 3) followed by a rundown of the latest housing data (page 4 and 5). We finish with our weekly recap of petroleum inventories (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 4, 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 drop in rates and the latest update of the Beige Book (page 1). We then dive into today’s JOLTS report (page 2) and the latest job openings data from Indeed (pages 3 and 4). We also review the latest trade data (page 5) before closing out with a look into AI mentions in conference calls (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 3, 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 into the pattern forming in the semis and what performance for the group and Tech more broadly looks like following severe drops like we saw today (page 1). We also note the big drop in AI names (page 2) and crude oil’s collapse (page 3). We then check in on the latest PMIs (page 4) and LMI (page 5) before closing out with weekly positioning data (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!
