May 23, 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 commercial mortgage backed securities (page 1) followed by a rundown of the latest new home sales data (pages 2 and 3). Next, we update our Five Fed Manufacturing Composite with the first three inputs (page 4) before closing with a 10 year TIPS recap (page 5).
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May 22, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of the latest Fed minutes and the blockbuster NVIDIA (NVDA) earnings report (page 1). We then check in on shipping stocks (page 2) before switching over to the latest existing home sales (page 3) and housing affordability data (page 4). We finish with recaps of the 20 year bond auction (page 5) and EIA data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 21, 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 recent Fedspeak tones and what that implies for equity performance (page 1). We follow up with a look at Canadian CPI and new single family home starts (page 2). We close out with a checkup on credit quality (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 20, 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 the new highs in Tech (page 1) followed by a rundown of the latest Fedspeak and international central bank action (page 2). We then take a look at performance of Microsoft (MSFT) and its industry group around the company’s Build Conference (page 3). After previewing this week’s Treasury auctions (page 4), we recap the latest positioning data (page 5 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 16, 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 earnings and Fedspeak (page 1). We then dive into a look at the performance of our AI Infrastructure basket and data center stocks (pages 2 and 3). Next, we review the latest industrial production data (page 4) followed by a rundown of the latest residential construction revisions and April figures (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!
May 15, 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 latest earnings and action in meme stocks (page 1) before pivoting into a recap of the latest CPI print (pages 1 and 2). We then provide an updated look at the latest petroleum stockpile figures (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
