Oct 31, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of the latest earnings and Latin American FX (page 1). We then dive into today’s Employment Cost Index data (page 2) as well as a look at quarterly housing vacancy and homeownership rates and housing prices (page 3 and 4). We finish with a review of the stocks that most impacts the S&P 500 in October (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 30, 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 the latest earnings and a check in on auto stocks given the end of strikes (page 1). We then check in on breadth (page 2) and the share of small caps trading at extreme discounts (page 3). We then dive into the latest positioning data including a look at a record steak that came to an end (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!
Oct 26, 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 into the latest earnings reports (page 1) followed by a look at the rout in renewable energy names (page 2). We then look at the latest ECB decision and GDP data (page 3) as well as real incomes (page 4). We finish with a recap of today’s solid 7 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!
Oct 25, 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 earnings reports and news from the Middle East (page 1). We then provide commentary on the House Speaker selection and the quarterly Business Employment Dynamics report (page 2). Next, we dive into the latest new home sales (page 3) before reviewing the large cap stocks with the trailing earnings yields most above and below their long term averages (page 4). We finish with a rundown of today’s horrible 5 year note auction (page 5) and the latest EIA data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 24, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with recaps of the latest European and US earnings (page 1) followed by commentary regarding the latest UAW walkouts and the impacts on auto stocks (page 2). We also provide an update on lithium prices and Markit PMI data (page 3). We finish with a recap of today’s 2 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!
Oct 23, 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 earnings reports and the UAW situation (page 1). We then dive into the Chicago Fed’s Survey of Economic Conditions (page 2). We then review the reversal in 10 year yields (page 3) before previewing this week’s Treasury auctions (page 4). We finish with a look into 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!
