Jul 10, 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 into S&P 500 technicals (page 1) followed by a recap of the 10-year note reopening (page 2). We then note the return to record highs in crude production (page 3).
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Jul 9, 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 into Bitcoin flows and performance of AI Basket members (page 1). We then check in on used car prices and European auto makers (page 2). Next, we look at Mexican inflation (page 3) followed by a look at a handful of noteworthy stocks ahead of earnings season (pages 4 – 6). We finish with a recap of today’s 3-year note auction (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 8, 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 checkup on the technicals of a handful of international markets (page 1). We then dive into renewables generation data (page 2) and the New York Fed’s Survey of Consumer Expectations (pages 3 and 4). After a preview of this week’s Treasury auctions (page 5), we finish with the historic readings in currency futures positioning (pages 6 – 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 3, 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 the latest PMIs and Fed Minutes (page 1). We follow up with a dive into auto sales (page 2) including a closer look at Ford (F) and the record EV/hybrid sales (page 3). We finish with a review of 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!
Jul 2, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary on Fed Chair Powell’s appearance at Sintra and the UK election (page 1). We then check in on election volatility in other international markets and rental prices (page 2). We then review the latest JOLTS data (page 3) and Logistics Managers’ Index (page 4). Staying on the topic of jobs, we then review the newest update of Indeed data (pages 5 and 6) before recapping the latest ICE Mortgage Monitor (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 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 a review of the latest decisions out of the Supreme Court (page 1). We then check in on where the S&P 500 would be without the Magnificent Seven and how the best performers in the first half look for the second half (page 2). Next, we discuss the yield curve’s bear steepening (page 3). After a recap of the latest PMIs (Page 4), we close out with our weekly recap of 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!
