Aug 20, 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 Canadian CPI and other inflation readings around the globe (page 1). We then recap the latest Fedspeak and earnings (page 2). We follow up with the latest labor data in the form of the annual payrolls benchmark (page 3) and the New York Fed’s Labor Market Survey (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 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 into how the August sell off and recent rally correlates to rotation (page 1) followed by a check in on the S&P 500 and Nasdaq’s simultaneous winning streaks (page 2). After that, we provide some commentary on the leading indicator’s recessionary signals (page 3). We then preview this week’s Treasury auctions (page 4) before closing out with positioning data (pages 5 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 15, 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 weak correlation between the S&P 500 equal weight and market cap weighted indices (page 1). We then provide some commentary on the S&P 500’s cumulative breadth line hitting a new high (page 2) before pivoting over to some details on the divergent performance of the Tech sector versus tracking ETFs (page 3). Turning over to economic data, we then dive into the latest claims and retail sales reports (page 4), import and export prices (page 5), and industrial production (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 14, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary on electorate demographics followed by a check in on the technicals of the S&P 500 (page 1). We then review today’s CPI data (page 2) before updating our Best of Breed basket (pages 3 and 4). We close out with a look at the near record petroleum product trade surplus (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 13, 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 latest Fedspeak and market pricing of rates in addition to the volatility in the VIX (page 1). Next, we check in on the earnings of AI stocks (page 2) before diving into the latest PPI data (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 12, 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 at today’s performance under the hood and the federal government budget data (pages 1 and 2). We then recap today’s consumer expectation data from the New York Fed (pages 3 and 4) before rotating over to our weekly recap of positioning (pages 5 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
