Oct 19, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with comments on Fed Chair Powell’s remarks today (page 1). We follow up with a look at existing home sales (page 2) and home affordability (page 3). We then update our Five Fed Manufacturing Composite (page 4) before finishing with a review of today’s 5 year TIPS 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 18, 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 Beige Book (page 1) followed by a rundown of the latest Survey of Consumer Finances (page 2). We then dive into the latest residential construction figures (pages 3-5) before pivoting to a recap of today’s 20 year bond reopening (page 6). We finish with a review of the latest petroleum inventory numbers (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 17, 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 House Speaker voting and new highs for rates (page 1). We then dive into the latest earnings from a couple transportation stocks (page 2). We follow up with reviews of the latest industrial production (page 3) and 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!
Oct 16, 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 look into a technical update of the S&P 500’s technical picture and what factors have led the market (page 1). We then show the rising short interest in high yield (page 2) and who have been the biggest bond buyers (pages 3 and 4). We then preview this week’s upcoming Treasury auctions (page 5) before closing with a rundown of the latest positioning data (pages 6-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 12, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an updated look at quantitative tightening and long bond volatility (page 1). We then dive into the latest CPI data (page 2) before switching back to long bonds, particularly the weak reopening held this afternoon (page 3). We finish with a recap of the latest petroleum inventory data (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 11, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by running through the latest news regarding the House Speaker race, autoworkers strike, and Fed minutes (page 1). We then review today’s PPI data (page 2) before closing with a look into the weak 10 year note reopening (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
