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).

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Aug 8, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover today’s 2% rally for the S&P 500, the Nasdaq 100’s streak of 8 straight moves of +/-1%, and a big bounce back for AI stocks specifically.

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Aug 7, 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 intraday reversal (page 1) followed by a checkup on investor sentiment (page 2). We then take a look into the latest consumer credit figures (pages 3 and 4). We then turn over to the latest petroleum stockpile data (page 5) and close out with a recap of the horrendous 10-year note auction (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 6, 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 at more of the historic price action of the last two days (page 1) followed by a dive into the latest SLOOS data (pages 2 and 3). We then dive into the latest Agriculture Sentiment data from Purdue (page 4) and the latest Logistics Mangers Index (pages 5). We finish by recapping the 3 year note auction (page 6).

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Aug 5, 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 unheard short-lived surge in the VIX (page 1) followed by a dive into how rapidly the S&P 500 has fallen (page 2). Next, we check in on a handful of earnings (page 3) before providing a look at the latest mortgage delinquency data (page 4). We then preview this week’s Treasury auctions (page 5) and finish with our weekly rundown of the latest positioning data (pages 6 – 8).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 1, 2024
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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 including the results of a handful of significant tech names like Amazon (AMZN), Intel (INTC), Snap (SNAP), and Apple (AAPL) (page 1). We follow up with reviews of today’s productivity, unit labor cost, and construction spending data (page 2) before checking in on the latest ISM report (page 3). We finish with a look at the latest housing data from Realtor.com (pages 4 and 5).

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