Dec 13, 2023
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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 latest PPI data as well as a recap of the FOMC meeting (page 1) as well as the subsequent market reaction (page 2). Next, we review the latest EIA data (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 12, 2023
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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 volatility and a preview of tomorrow’s Fed day (pages 1 – 3). We then dive into the latest CPI data (pages 4 and 5) before turning over to a look at the stocks most positively and negatively correlated with rates (page 6). We finish with a recap of today’s solid 30 year bond reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 11, 2023
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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 dispersion of sector performance (page 1) We then dive into the only economic data of the day: the New York Fed Survey of Consumer Expectations (pages 2 and 3). Afterward, we review today’s disappointing 3 and 10 year note sales (page 4) before finishing with a rundown of the latest positioning data from the CFTC’s Commitments of Traders report (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!
Dec 7, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a preview of tomorrow’s payrolls number and a check in on seasonality (page 1). We then check in on sector performance year to date, namely the nearly 50% gains of Tech and Communication Services (page 2). We finish with a rundown of the latest household net worth survey from the Federal Reserve (page 3 and 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 6, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the moves in WTI and gasoline (page 1) followed by a review of the latest EIA data (page 2). We then check in on the National Bank of Poland and Bank of Canada (page 3) before finishing with a look into the latest job postings data (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 5, 2023
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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 rally in high yield bonds and the new record high for German stocks (page 1). We then dive into the latest JOLTS data (pages 2 and 3) in addition to the latest supply chain data (page 4). We finish with a look into farmer sentiment (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
