May 2, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the deluge of earnings out after the closing bell including the results of Apple (AAPL), Coinbase (COIN), and more (pages 1- 3). We also review today’s productivity data (page 3) before closing with a look into the latest housing inventory figures from realtor.com (pages 4 and 5).
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May 1, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with commentary on the FOMC’s latest decision and the subsequent market reaction (page 1) including a look at the S&P 500’s historic drop into the red to close out the session (page 2). We then dive into the latest JOLTS, ISM, and construction spending data (page 3). We finish with a look at the latest EIA release (page 4).
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Apr 30, 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 today’s concerning data prints including the Chicago PMI (page 1), wage growth, and consumer confidence (page 2). We also provide some commentary on the announcement of the move to reclassify of marijuana as a schedule III drug (page 3). We then dive into the latest earnings reports including the record margins from Amazon (AMZN) (pages 4 – 6). We finish out with a look at the technicals of the S&P 500 (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 29, 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 announcement of the Treasury’s quarterly borrowing estimates and the latest earnings reports (page 1). We then check in on lithium markets (page 2) before our weekly recap of positioning data (pages 3 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 25, 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 tonight’s earnings including the mega-caps: Microsoft (MSFT) and Alphabet (GOOGL) (pages 1 and 2). Given we have gotten the earnings of some of the space’s biggest names, we also check up on our AI baskets’ performance recently (page 3). Next, we provide an overview of investor sentiment (pages 4 and 5) before closing out with a 5 year auction review (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 24, 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 dynamics of immigration and labor supply (page 1). We then review the latest earnings reports including those of Meta Platforms (META) (page 2). Next, we look at durable goods orders (page 3) before closing out with recaps of the 5 year note auction (page 4) and EIA 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!
