Jan 8, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we dive into the latest consumer credit figures as well as check on this week’s central bank happenings (page 1). We then review the performance of Health Care stocks during the JPMorgan Chase Healthcare Conference (page 2). We follow with a rundown of the latest NY Fed Survey of Consumer Expectations (page 3) and preview of the week’s Treasury auctions (page 4). We finish with an update on 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!
Jan 4, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover the weakness in Latin American FX and check in on Ford EV sales (page 1). We then review money market fund flows and service PMIs (page 2). We finish with a look at the near record build in crude product inventories (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 3, 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 recap of the Fed Minutes including a quick note on CMBS (page 1). We then run through today’s JOLTS data (pages 2 and 3) and the latest Indeed jobs postings data (pages 4 – 6). We finish with a look into gasoline production (pages 7 and 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 2, 2024
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight with a look at the dollar’s surge and Nasdaq’s sharp drop to start the new year (page 1). Switching to the day’s macro data, we then review the latest PMI readings and construction spending figures (page 2). We follow up with an update on cash holdings (page 3) before closing 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!
Dec 28, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at the swings in inventories (page 1) and a breakdown of Russell 2,000 performance (page 2). We follow up with a recap of the latest petroleum stockpile data (page 3) and close with a review of the very weak 7 year 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!
Dec 27, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at the number of S&P 500 stocks that have doubled this year and how few have outperformed the S&P 500 (page 1). We then update our Five Fed Composite (page 2-4) before closing with a recap of today’s 5 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!
