Oct 10, 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 bond rally (page 1) followed by a dive into GDPNow (page 2). We then look at the horrible 3 year note auction (page 3) and latest sentiment data (page 4) before closing with a rundown of the NY Fed’s Survey of Consumer Expectations (pages 5 & 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 9, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary updating the situation in the Middle East as well as the latest Fedspeak (page 1). We then dive into today’s price action of bond futures and the dynamics between yields and stocks (page 2). We then preview this week’s upcoming Treasury auctions (page 3) before finishing with a recap of the latest Commitments of Traders futures positioning data (pages 4-6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 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 money market flows (page 1) followed by a rundown of the Consumer Staples sector (page 2). We then dive into the latest trade balance data (page 3) before closing out with a look at the latest housing inventories 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 4, 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 update on the GOP leadership race, UAW strikes, and an update of S&P 500 technicals (page 1). We then dive into the latest service PMI data (page 2). We finish with a rundown of the latest happenings in crude oil markets as front month WTI dropped over 5% today (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 3, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary regarding the speaker vacancy (page 1) followed by a dive into Utilities valuations (page 2). We then look at the latest JOLTS report (page 3) and Logistics Managers Index data (pages 4-6). We finish with a look at farmer sentiment (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 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 at bank reserves and the latest PMIs (page 1) followed by a look at today’s construction spending and ISM data (page 2). We then show how the Russell 2,000 has erased all of its year to date gains (page 3) before turning over to a rundown of the latest delinquency data (page 4). We finish with our weekly recap of 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!
