Apr 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 recap of today’s musings by Cleveland Fed President Mester (page 1). We then dive into the latest EV delivery and production numbers from the likes of Tesla (TSLA) and Rivian (RIVN) as well as provide a valuation comparison of various auto OEMs (pages 1 and 2). Next, we review the latest JOLTS data (page 3). We finish with a look into the latest supply chain figures (page 4).
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Apr 1, 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 extreme volatility in shares of Trump Media & Technology Group (DJT) and the drop in rate cut pricing (page 1). We then dive into the latest S&P Global (page 2) and ISM (page 3) manufacturing PMIs. After that, we show the relationship between the ISM index and equity prices as well as business outlook North of the border (page 4). After a look at the latest mortgage delinquency data (page 5), we finish with our weekly recap of futures positioning (pages 6-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 28, 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 revisions to GDP growth estimates and other details of the GDP release (page 1). We then review corporate profits and the final look at our Five Fed Manufacturing Composite for March (page 2). We also review today’s consumer sentiment data (page 3) before closing with a look into the S&P 500’s historic streak of overbought readings (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 27, 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 performance of bank stocks and latest action in central banking (page 1). We then dive into the latest business uncertainty data from the Atlanta Fed (page 2). Switching to the Richmond Fed, we then provide an overview of the latest CFO survey data (page 3 and 4). We finish with recaps of today’s 7 year note auction (page 5) and EIA petroleum stockpiles (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 26, 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 review of BYD’s earnings followed by a look at the slowing of home prices per Case-Shiller data (page 1). We also show the rise in electrical equipment durables activity and provide an update of our Five Fed Manufacturing composite (page 2). After a look at the crude term structure (page 3), we finish with a recap of today’s 5 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!
Mar 25, 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 the US-Israel diplomacy then switch over to CLO performance (page 1). We then recap the latest new home sales data (pages 2 and 3) followed by a review of today’s 2 year note auction (page 4). Afterward, we dive into 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!
