Mar 12, 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 relationship between equity performance, population growth, and corporate profits (page 1). We then dive into the CPI release (page 2) and commercial real estate valuations (page 3). We finish with a rundown of today’s 10 year note 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!
Mar 11, 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 VIX when the market is at record highs (page 1) followed by a dive into this week’s Treasury auctions (page 2). We then turn to today’s only macro data in the form of the New York Fed’s Survey of Consumer Expectations (pages 3 and 4). We finish with a rundown of the latest positioning data (pages 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 7, 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 tonight’s earnings reports and the latest dose of Fedspeak (page 1). We then dive into the latest FDIC Quarterly Banking Profile data (pages 2 -4). We also show the latest flow of funds data (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 6, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of today’s revisions to JOLTS data (pages 1 and 2) followed by an update on the Beige Book (page 3). We then dive into job postings via Indeed.com (page 4) before finishing with a look into the latest EIA 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!
Mar 5, 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 Bitcoin and other crypto’s new highs (page 1) as well as the corresponding ETF fund flows (page 2). We then turn over to today’s service PMI data (page 3) as well as a review of the latest Logistics Mangers Index (page 4). We finish with a note on housing inventories (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 4, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary regarding today’s Fedspeak, aviation news, and pressures on New York Community Bank (page 1). We then dive into the latest sales figures from Ford including a highlight on the strength of EV and hybrids (page 2). We finish with a rundown of the newest 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!
