Jun 5, 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 the Canadian central bank cut and global policy rates more broadly (page 1). We then provide a look at the intraday pattern that has developed in the past few sessions (page 2). We also check in on the streak of real yield declines (page 3). Pivoting over to economic data, we recap today’s PMIs (page 4), the latest housing inventory data (page 5), and petroleum stockpile readings (page 6).
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Jun 4, 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 Fedspeak index and performance of the S&P 500 given various readings in the index (page 1). We then dive into today’s JOLTS report (page 2) in addition to the latest Indeed data (pages 3 and 4). We then review today’s Logistics Managers Index (page 5) before closing with a dive into Ford sales (page 6).
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Jun 3, 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 the historic decline in Mexican equities (page 1) followed by a rundown of the latest PMI data (page 2). After reviewing the latest delinquency data (page 3) and performance of Bitcoin around halvings (page 4), we close with weekly positioning data (pages 58).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 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 recap of some of tonight’s notable earnings and commentary on the latest outbreak of avian influenza (page 1). We then review the earnings histories of our AI Baskets (page 2). Next, we take a look at the performance of non-drug related weight loss stocks (pages 3 and 4). Switching to macro data, we close our with a review of GDP (page 5), pending home sales and rent prices (page 6), and petroleum inventories (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 29, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with our quantitative look at the Beige Book and update of our Five Fed Manufacturing Composite (page 1). Next, we check in on crude production (page 2) followed by a recap of the latest earnings, including those of a handful of members of our AI baskets (pages 2 and 3). We finish with a recap of today’s 7 year note auction (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 28, 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 wholesale business ABS (page 1) followed by an update of our “Keep It Simple, Stupid” basket (page 2). Next, we review today’s 2 and 5-year note auction (page 3) then close out 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!
