Feb 29, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the AI boosted earnings of Dell (DELL) as well as today’s personal income and spending figures (page 1). Next, we debut our newest basket of stocks all about AI (pages 2 and 3). We then show the rise in the number of stocks with big gains and high multiples (pages 4 and 5). We finish by recapping today’s PCE data (pages 6 and 7).
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Feb 28, 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 fund flows for the newly debuted Bitcoin ETFs. We also provide a check up on Fedspeak (page 1). Afterward, we debut our basket of stocks created using the philosophy of “keep it simple, stupid” (page 2). We close out with a rundown of the latest EIA data (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 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 tonight’s earnings as well as the changes to Fed pricing (page 1). We then review the latest Conference Board and Case-Shiller data (page 2) before pivoting over to the latest hard manufacturing data (page 3). We finish with a recap of today’s healthy 7 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!
Feb 26, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss a record February for investment grade corporate bond issuance (page 1), a few earnings results after the bell (page 1), some data on manufacturing sentiment (page 1), a detailed breakdown of new home sales data for January (pages 2 & 3), auction recaps for the 2y and 5y UST sales today as well as a preview of the 7y note sale later this week (page 4), and a summary of commitment of traders positioning data from futures markets (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!
Feb 22, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide commentary regarding rates and AI driving the market (page 1 and text provided below). We then dive into the latest earnings reports and Fedspeak (page 2). Next we cover bond issuance (page 3), existing home sales (pages 4 and 5), and the 30 year TIPS auction (page 6). We finish with a recap of the latest petroleum inventory data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 21, 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 into the much anticipated earnings of NVIDIA (NVDA), EV makers, and more (page 1). We then check in on the factor performance (page 2) before recapping today’s release of the Fed Minutes (page 3). We finish with a rundown of this afternoon’s historically bad 20-year bond 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!
