Dec 21, 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 the Czech National Bank (page 1) followed by an update on the latest PCE inflation reading (page 2). We then update our Five Fed Manufacturing Composite with the addition of the Empire and Philly Feds (page 3). We finish with a recap of the 5 year TIPS reopening (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 20, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a note on how EVs have displaced fuel demand (page 1) followed by a dive into existing home sales (page 2) including an update on affordability (page 3). We then review today’s 20 year bond reopening (page 4), the latest CFO survey (page 5), and finally the latest petroleum stockpile 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!
Dec 19, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a check in on a number of central banks South of the border. We then provide some commentary on the impact of buy now (page 1), pay later (page 2) before finishing with a dive into the latest residential construction data (pages 3 – 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 18, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a note on the upcoming central bank decisions as well as a look into the dollar’s selloff (page 1). We then check in on trucking stocks and geopolitics (page 2) before previewing this week’s Treasury auctions (page 3). We then dive into the latest positioning data (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!
Dec 14, 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 ECB happenings (page 1). We then review the sharp reversal to new highs for the Russell 2,000 (page 2) and provide some notes on sector new highs (page 3). We finish with a rundown of rate premiums (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 13, 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 PPI data as well as a recap of the FOMC meeting (page 1) as well as the subsequent market reaction (page 2). Next, we review 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!
