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!
Dec 4, 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 rebound in wheat (page 1) followed by a dive into Ford EV sales (page 2). We then make note of PDD Holdings (PDD) overtaking Alibaba (BABA) in market cap (page 3) before finishing with our weekly rundown of speculator positioning (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!
Nov 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 look into some stats on how much Americans move (page 1) followed by some corporate headlines and UAW news (page 2). We then review the latest personal income and spending data (page 3). Next, we provide commentary regarding Brazil joining OPEC+ (page 4) before finishing with a look into the latest housing inventory data (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 29, 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 the additional dovish Fed commentary we received today (page 1) followed by a dive into the latest GDP figures (page 2). Next, we update our Beige Book Index (page 3) in addition to bank balance sheet data (pages 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!
Nov 28, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an update on the latest dovish turn in Fedspeak as well as the collapse in Treasury yields (page 1). We then dive into the latest home price data including a look at the stabilization in rents (page 2). Next, we update our final Five Fed composite for the month of November (page 3) before closing out with a rundown of today’s weak 7 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!
Nov 27, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a check in on commodity prices and REIT performance (page 1). We then dive into the latest new home sales data (page 2) including a look at home existing home prices stack up to new homes and tenant rent prices (page 3). We then recaps the latest Treasury auctions (page 4) before reviewing 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!
