Jun 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 an update on Mexico’s central bank decision and US GDP revision (page 1). We then dive into the trade balance (page 2) and recap today’s 7-year note auction (page 3). We then look at the latest update of Characteristics of the Unemployment Insurance Claimants (page 4 and 5). We close out with a note on the breakout of our AI Implementation basket (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 26, 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 note on the latest earnings and the Nasdaq 100 (page 1) followed by a dive into today’s new home sales (page 2) with commentary regarding affordability and homebuilders (page 3). We then look into the historic divergence between price and breadth (pages 4 and 5). Afterward, we show the relative strength of market cap versus equal weight sector ETFs (page 6). We then turn over to the latest EIA data (page 7) and the latest 5 year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 25, 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 earnings of Carnival Cruises (CCL) followed by a rundown of consumer confidence (pages 1 and 2). Next, we review credit card delinquencies data (page 3) and the technical setups of metals and agricultural commodities (page 4). We close out with a recap of today’s 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!
Jun 24, 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 performance of stocks based on various attributes of the CEOs like gender, whether or not they are a founder, tenure, compensation, and more (pages 1 and 2). We then preview upcoming earnings and look at the dive in NVIDIA’s (NVDA) stock price (page 3). We then preview this week’s Treasury auctions (page 4) before closing out with a rundown of the latest 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!
Jun 20, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update of our 5 Fed Manufacturing Composite (page 1) followed by updates of the current account (page 2), residential construction (pages 3), and the latest CFO survey (pages 4 – 6). After a review of the latest petroleum stockpile data (page 7), we finish with a rundown of the 5y TIPS reopening (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 18, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on the latest Fedspeak including an update of our Fedspeak Monitor Index (page 1). We then dive into the outperformance of mid-caps today (page 2) before reviewing the latest retail sales report (page 3). We finish with a recap of the strong 20-year bond reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
