The Closer – Fast Food Fiasco, Credit Cards – 10/22/24

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an earnings rundown (page 1) followed by a dive into credit card delinquencies (page 2).  We finish with an update of our Five Fed Manufacturing Composite (page 3).

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

The Closer – Earnings, Rates, VIX Goes Long – 10/21/24

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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 latest earnings (page 1) followed by an update on rates (page 2).  We then preview this week’s upcoming Treasury auctions (page 3) then finish with an update on futures positioning (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!

The Closer – Small Caps, Hurricane Effects, Remodeling – 10/17/24

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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 the outperformance of small cap stocks (page 1). We then review the latest manufacturing data from regional Fed banks (page 2) before switching over to a look at hurricane impacts on jobless claims (page 3). After reviewing the latest EIA data (page 4), we finish with a rundown on homebuilder and remodeler sentiment (page 5).

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

The Closer – Earnings, Commodity Check, China – 10/16/24

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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 latest earnings (page 1) followed by a check up on commodities (page 2). We then review today’s import and export price indices (page 3) before closing out with an overview in the streak of volatility in China and Bitcoin price action (page 4)

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

The Closer – Semi Slide, Freight Update, SCE – 10/14/24

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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 at the reversal in the semis in addition to the outperformance of the Dow Transports (page 1). We then update freight volume data from Cass (page 2) before diving deep into the latest Survey of Consumer Expectations from the New York Fed (pages 3 – 5).

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

The Closer – Semis, AI Breakouts, Positioning – 10/14/24

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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!