Apr 23, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a rundown of all the latest earnings (pages 1 and 2). We then recap today’s new home sales data (pages 3 and 4) in addition to showing how orders and backlogs look from recent homebuilder earnings (page 5). We finish with a review of today’s 2 year note auction (page 6) and an update of our Five Fed Manufacturing composite (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 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 look into the unionization efforts in the automotive space and durable goods manufacturing (page 1). We then dive into the record highs in UK equities (page 2). After a preview of this week’s Treasury auctions (page 3), we provide a look into the latest Treasury allotment data (page 4). We finish with our weekly breakdown of 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!
Apr 18, 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 four straight sessions of the S&P 500 selling off intraday (page 1) followed by a look at Q1’s most volatile stocks on earnings (page 2). Next, we dive into stock and bond performance based on real yield changes and levels (page 3). We then turn to macro data including looks at the existing home sales figures (page 4), leading indicators (page 5), and then close out with a rundown of the 5 year TIPS auction (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 17, 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 how oversold Treasuries have become as well as the wide spread between the percentage of S&P 500 stocks trading above their 200- and 50-DMAs (page 1). We then provide a quantitative look at the Beige Book (page 2). Next, we give an update on ETF and mutual fund flows (pages 3 and 4) before closing out with rundowns of today’s 20 year bond reopening (page 5) and the latest petroleum inventory 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!
Apr 16, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a checkup on AI stocks and the latest Fedspeak (page 1). We then take a look at how hard hit clean energy stocks have been (page 2) followed by a dive into Canadian CPI (page 3). We finish with a review of the latest residential construction figures (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 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 into the drop in the percentage of S&P 500 stocks trading above their 50-DMAs (page 1). We then show the in tandem performance of rates and the dollar (page 2). Next, we preview this week’s upcoming Treasury auctions (page 3) before closing out with a rundown of futures positioning (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!
