Jul 31, 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 recap of the FOMC decision and subsequent market reaction (page 1 and 2). We then check in on the Columbian rate cute and employment cost index (page 3) before pivoting over to the latest earnings reports (pages 3 and 4). We finish with a review of the EIA stockpile data (page 5).
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Jul 30, 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 a historic winning streak coming to an end as well as the decimation in AI stocks (page 1). After reviewing the latest JOLTS report (page 1) and earnings (pages 2 and 3), we pivot over to the latest job postings data from Indeed (pages 4 and 5).
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Jul 29, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary regarding Venezuela, strategic oil reserves, and Treasury refunding (page 1). We then recap the latest earnings (page 2) before turning over to a final update of our Five Fed Manufacturing Composite for the month of July as well as some special questions from the Dallas Fed report (page 3). We close out with a look into the latest positioning data (pages 4 – 7)
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Jul 25, 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 recap of the latest earnings abroad and in the US (pages 1 & 2). We then note some of the details of the latest GDP data (page 3). Switching back to markets, we check in on this week’s update of short interest data (page 4) and the 7 year note auction (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 24, 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 Magnificent 7’s historic decline (page 1) followed by a rundown of the latest major earnings reports (pages 2 and 3). We then review today’s new home sales data (page 4). Next up, we take a look at the latest EIA data (page 5) and the 5-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!
Jul 23, 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 recap of tonight’s earnings, including those of Tesla (TSLA), Alphabet (GOOGL), and more (pages 1 and 2). We then dive into today’s existing home sales data (page 3) and some supplemental data from Redfin (page 4). We close out with a rundown of today’s historically strong 2-year note auction (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
