Nov 21, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review this afternoon’s Fed meeting minutes and how interest rates are moving lately. We then move on to drama over central bank independence in Poland (page 1). Today’s October CPI data from Canada showed disinflation continues, with implications for the US (page 2). Existing home sales volumes have collapsed amidst very low inventories (page 3). We also look at existing home sales affordability (page 4) and the relationship between new and existing home sales (page 5). Finally we take a look at the results of the 10y TIPS auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 20, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at how the returns on the Monday before Thanksgiving influence the rest of the week. We also take a look at year-to-date returns for various quantitative factors in the US equity market (page 1). We then move on to look at the performance of emerging markets yields and interest rates over the course of the last few months (page 2). Today marked the third-straight 20y bond auction that came in stronger than the market had priced, marking a turnaround in the backdrop for that thus far unloved issue (page 3). Today also saw the update of Commitment of Traders positioning data which we cover in detail (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 16, 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 today’s weak economic data and the reaction in Treasury yields (page 1). We then show the impact of UAW strikes on industrial production (page 2) followed by an update of our Five Fed Manufacturing Composite (page 3). Next, we show the stocks that have been the best and worst performers during the recent correction and since the market bottomed (page 4). We finish with a review of the latest housing data from Zillow (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 15, 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 latest PPI data (page 1) followed by a showcase of how much mega cap stocks have driven the market over the past decade (page 2). We then update 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!
Nov 14, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into the latest CPI data (pages 1 and 2) followed by a look at the market reaction across rates and the dollar (page 3) as well as stocks (page 4). We then show consumer prices based on geography (page 5). We close by debuting our new best of breed basket (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 13, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we with a discussion on government funding (page 1) followed by a dive into the latest deficit data (page 2). We then go over the latest Survey of Consumer Expectations from the New York Fed (pages 3 and 4) before closing with our recap of 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!
