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!
Jan 29, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of tonight’s earning reports, we show the drop off in estimated borrowing by the US Treasury (page 1). We then show the collapse in coal production (page 2) before pivoting over to the collapse in our Five Fed Manufacturing Composite with the final addition of the Dallas Fed (page 3). We finish with a rundown of the latest 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!
Jan 25, 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 on the ECB’s rate decision and a look at PCE’s return to target (page 1). Next, we provide an update on National Income and Product Accounts (NIPA) data (page 2) and new home sales (page 3). After a rundown of tonight’s earnings reports (page 4) we review today’s 7 year note auction (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 24, 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 the Bank of Canada’s rate decision and quantitative tightening (page 1). We then dive into the latest earnings of Tesla (TSLA), CSX (CSX), IBM (IBM), and more (page 2). Afterward, we finish with a review of the horrendous 5 year note auction (page 3) before closing with a rundown on the massive drop in domestic crude production (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 23, 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 on headwinds for airline businesses (page 1) followed by a dive into industrials, Netflix (NFLX), and Siemens earnings (pages 2 and 3). We then look into union membership (page 4). We finish with a recap of today’s 2 year note auction (page 5) and the latest Treasury allotment 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!
Jan 22, 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 of United Airlines (UAL) and rise in crude prices (page 1). We then dive into a survey of apartment operators (page 2) before reviewing FOMC forecasts (page 3). We finish with a preview of this week’s Treasury auctions (page 4) and the latest 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!
