Mar 21, 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 round of earnings (page 1) followed by a dive into existing home sales (page 2) and affordability (page 3). We then review today’s current account data (page 4) and 10y TIPS reopening (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 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 rundown of today’s central bank news including that out of the Czech Republic, Canada, and, of course, the FOMC (page 1). We also review the changes to the Summary of Economic Projections (page 2) and market reaction to the Fed (page 3). We finish with a look at the near record petroleum product trade surplus (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 19, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an update on Fedspeak (page 1) followed by a dive into today’s residential construction figures (pages 2 and 3). Staying on the topic of real estate, we then pivot over stressed metrics for commercial real estate (page 4). We close with a recap of today’s solid 20 year bond reopening (page 5)
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 18, 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 rate cut estimates as well as the impact of AI stocks on the broader market (page 1). We then provide a look into equity market returns based on inflation levels (page 2). We then preview this week’s upcoming Treasury reopenings (page 3) before closing with our weekly rundown of positioning data (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!
Mar 14, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a preview of the multiple upcoming central bank decisions (page 1) followed by a review of today’s PPI data (page 2). We then finish with a look into the uncommon and significant outperformance of the Materials sector (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 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 what has driven performance over the past couple of years. (page 1). We then dive into the performance of European equities including a breakdown by industry group and country (pages 2 and 3). Next, we provide a rundown of today’s 30 year reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
