Feb 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 recap of tonight’s earnings and the big day of Fedspeak (page 1). Next, we dive into the latest Congressional Budget Office forecasts (pages 2 and 3) before shifting over to the latest consumer credit figures (page 4). We then review today’s solid 10 year note auction (page 5) and the latest petroleum inventory data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 6, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a review of tonight’s earnings and today’s Fedspeak (page 1). We then dive into the latest consumer credit data (pages 2 – 5) before also reviewing the latest mortgage delinquency figures (page 6). After a look into the latest Logistics Managers Index data (page 7), we finish with a review of today’s solid 3 year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 5, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a note on the surge in yields over the past couple of sessions (page 1). We then dive into the latest bank loan officer survey (pages 2 and 3). Next, we preview this week’s upcoming Treasury auctions (page 4) before finishing with a rundown of the most recent 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 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 review of the latest mega cap earnings (page 1) followed by a review of today’s manufacturing PMIs (page 2). We then dive into today’s productivity and cost data (page 3) as well as the surge in construction spending (page 4). We finish with a look at the latest housing inventory 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!
Jan 31, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary regarding the FOMC decision and market reaction (page 1) followed by a look at the streak of positive readings in S&P 500 net new highs (page 2). We then review the latest earnings reports (page 3) before shifting over to Latin American central banking (page 4). We finish with looks into a bunch of EIA 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!
Jan 30, 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 increase in layoff announcements and the increase in bond issuance (page 1). We then dive into the mega cap earnings of Alphabet (GOOGL) and Microsoft (MSFT) (page 2). Next, we update the latest Consumer Confidence and housing data (page 3) before reviewing the latest job openings data through the JOLTS report (page 4) and Indeed data (page 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!
