Feb 20, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of tonight’s earnings and the shift in pricing of rates (page 1). We then provide a look into the performance of international mega-caps (page 2). Afterward, we dive into CPI data North of the border (page 3). We finish with a preview of this week’s Treasury auctions (page 4) and 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!
Feb 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 night’s earning reports (pages 1 and 2) followed by a projection for the Fed’s overnight reverse repo balance and a look at trade prices (page 2). We then look into today’s industrial production data (page 3) and an update of our Five Fed Manufacturing Composite (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 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 look at the reversal in various factors between yesterday and today (page 1) followed by a look into tonight’s earnings (page 2). We then provide an update of our Best of Breed Basket (pages 2 and 3) before closing with an look into the latest petroleum stockpile data (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 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 the dynamics of volatility and size in today’s selling (page 1) followed by a dive into today’s CPI print (pages 2 and 3). We then finish with a decile breakdown of today’s action (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 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 into the performance of the ARK Invest Innovation ETF (ARK) and the cumulative losses in that family (pages 1 and 2). We then dive into the latest data from the New York Fed (pages 3 and 4) before finishing with our weekly recap 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!
Feb 8, 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 earnings in the US and abroad (page 1) followed by a review of rate decisions from the Czech National Bank and Banxico (page 2). We finish with a recap of today’s refreshingly healthy 30 year bond auction (page 3)
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
