Jan 18, 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 the latest earnings followed by some commentary regarding the discount window (page 1). We then update our 5 Fed Manufacturing composite (page 2) before diving into the latest residential construction figures (pages 3 – 5). Next, we review today’s crude oil and petroleum product inventory numbers (page 6) before closing out with a recap of the historically strong 10 year TIPS auction (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 17, 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 drop in Eurozone supercore inflation and the steep drop in new tenant rents (page 1). We then review the latest mortgage data including a look at the effective mortgage rate and today’s industrial production figures (page 2). We finish with a review of today’s weak 20 year bond reopening (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 16, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a review of Canadian inflation expectations (page 1) and actual CPI figures from North of the border (page 2). We then preview this week’s Treasury sales (page 3) followed by a dive into the latest positioning data (page 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 11, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by noting Airbus’ record orders in 2023 (page 1). We then dive into today’s CPI data (page 2) and real wage growth (page 3). We finish with a recap of today’s 30 year bond 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!
Jan 10, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an update on House voting and Fedspeak (page 1) followed by a dive into greenhouse gas emissions (page 2). We then check in on the Atlanta Fed’s measure of wage growth (page 3). Next, we recap another weak demand 10 year note reopening (page 4) before finishing with a review of the massive build in petroleum product 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!
Jan 9, 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 Polish and EM policy rates (page 1) followed by an update on EV metals markets (page 2). We then turn over to today’s update of US trade data (page 3) before closing with a recap of the 3 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!
