May 14, 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 brief update on our AI Basket as well as a recap of the PPI data (page 1). We then check in on the Dow Transports (page 2) before providing an update of our Best of Breed Basket (page 3 and 4). Next, we check in on Boeing (BA) deliveries (page 5) and job postings (pages 6 and 7). We cap off the report with a preview of tomorrow’s CPI print (page 8).
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May 13, 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 how the market performs based on two different measures of Fed tightness (pages 1 and 2). We then dive into today’s Survey of Consumer Expectations by the New York Fed (pages 3 and 4). We finish with a look at 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!
May 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 rundown of the latest Fedspeak including comments ont he situation regarding commercial real estate prices (page 1). We then then review the latest earnings reports (page 2) before closing with a recap of today’s long bond auction (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 8, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a checkup on student loan balances (page 1) followed by a rundown of tonight’s earnings reports (page 2). We then pivot into a look at the snapped streak without Utilities hitting a 52-week high (page 3). Next, we recap today’s weak 10 year note auction (page 4) before closing out with a review of the latest petroleum inventory data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 7, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review new export license action against companies selling chips into China (page 1), new data on US consumer credit lending (page 1), and US earnings results from after the bell (pages 1 & 2). We then discuss data on the agricultural sector (page 3) and today’s $58bn 3y 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 6, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the outlook for the S&P 500 following its 1% surge back above its 50-DMA today. We then discuss Federal Reserve headlines from today before breaking down earnings. The Senior Loan Officer Outlook Survey (SLOOS) was released today with lots of implications for the economy (pages 2 & 3). We then look ahead to new issue 3y, 10y, and 30y Treasury coupons this week in a busy auction slate (page 4). Finally, we review positioning by futures speculators across asset classes (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!
