Nov 9, 2023
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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 today’s Fedspeak and take a look at the increased volatility of the long term Treasury ETF (TLT) (page 1). We then recap today’s horrific 30 year bond auction (page 2) followed by decile analysis of the past couple weeks’ rally and today (pages 3 and 4). We close out with a look at the surge in 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!
Nov 8, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of tonight’s notable earnings and the latest FOMC news (page 1). We then check in on the charts of crude oil and gasoline including a look at the reversal in crude’s backwardation (page 2). Afterward, we update the latest investor sentiment data (page 3). Next, we look at the latest wholesale trade sales and inventories (page 4) before finishing with a recap of yet another disappointing 10 year note auction.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 7, 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 into the latest earnings reports and Fedspeak (page 1) followed by a deep dive into the New York Fed’s Consumer Credit data released today (pages 2-5). We then review the latest data on supply chain stress (page 6) before closing with a recap of today’s 3 year note 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!
Nov 6, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on credit spreads (page 1) followed by a rundown of the data from the latest Senior Loan Officer Outlook Survey (pages 2 and 3). After a preview of this week’s Treasury auctions (page 4) we finish with a look into the latest 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!
Nov 2, 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 into the latest earnings (page 1) followed by a rundown of today’s productivity and labor cost data (page 2). We then review the latest factory orders (page 3) and housing inventory figures (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 1, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of tonight’s earnings (page 1), we provide a commentary on today’s FOMC decision (page 2). We then review the day’s economic data including JOLTS (page 3), PMIs (page 4), construction spending (page 5), and petroleum stockpiles (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
