Aug 29, 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 rundown on dollar store stocks (page 1) followed by an update of investor sentiment (page 2). We then review the latest revisions to GDP (page 3) in addition to monthly estimates for US energy production (page 4). We then recap today’s 7-year note auction (page 5) and close out with an update on the latest demographic data for jobless claims (pages 6 and 7).
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Aug 28, 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 on NVIDIA (NVDA) earnings (page 1) followed by an update on our KISS basket (page 2). We then review today’s 5-year note auction (page 3) and the latest EIA 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!
Aug 27, 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 Real Estate cap rates (page 1) and the surge in defensive stocks like Consumer Staples (page 2). We then update our Five Fed data and the latest releases of consumer confidence and home prices (page 3). Next, we evaluate monetary policy’s success in bringing down inflation (page 4) before closing out with a 2-year note auction recap (page 5).we le
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 26, 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 relationship between tech and rates (page 1). We then review today’s durable goods data (page 2) followed by a preview of this week’s Treasury issuance (page 3) and 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!
Aug 22, 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 the impact on US ports from Canadian rail strikes (page 1). We then review the latest PMI and regional Fed data (page 2) before shifting into the latest home sales (page 3) and how affordability is looking (page 4). We close out with a 30-year TIPS sale review (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 21, 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 the latest payrolls revisions (page 1) and the release of the Fed Minutes (page 2). We then review petroleum stockpiles (page 3) and recap today’s 20 year bond 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!
