Jun 17, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the pain in Mexican assets (pages 1 and 2) followed by a preview of the upcoming Treasury reopenings slated for this week (page 3). We finish with our weekly recap of positioning data (pages 4-7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 13, 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 what performance has looked like when the S&P 500 and Nasdaq 100 hit all time highs without the Russell 2,000 (page 1). We then provide an update on AI stocks and the breakout of our AI basket (page 2). Turning to macro data, we then dive into the latest PPI data (page 3) and the some nuanced details of the latest jobless claims data (pages 4 and 5). We finish with a recap of the long bond reopening (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 12, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the latest CPI data (page 1) followed by a recap of the FOMC decision (page 2) as well as the market’s response to the decision (page 3). We then finish with a review of the historic trade numbers in 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!
Jun 11, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look into US birth rates (pages 1 and 2) followed by a quick technical update of yields, WTI, gold, and the dollar ahead of the FOMC decision tomorrow (page 3). We finish with a recap of the standout results of today’s 10 year note 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!
Jun 10, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with the massive underperformance of French assets following the county’s election (pages 1 and 2). We then dive into the results of the latest NY Fed Survey of Consumer Expectations (pages 3 and 4) before reviewing the 3 year note auction (page 5). We finish by covering the latest positioning data (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!
Jun 6, 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 rundown of the latest ECB rate decision (page 1). We follow up with a review of the S&P 500 hitting new highs in spite of bad breadth (page 2) and how much the mega-caps are to thank for those new highs (page 3). We close out with a review of the latest trade balance 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!
