Sep 19, 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 household cash balances and the surge in student loan repayments (page 1). We then review Canadian inflation (page 2) and US residential construction data (pages 3 and 4). After a recap of the latest 20 year bond reopening (page 5), we run through the latest job postings data from Indeed (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 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 into crude markets and bank stocks (page 1), followed by a dive into business formation statistics (page 2). Next, we peer at the latest Treasury International Capital System report (page 3). We then preview this week’s Treasury reopenings (page 4) and the latest positioning data (pages 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 14, 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 ECB’s dovish hike (page 1) followed by a dive into the latest retail sales report (page 2). We then review today’s PPI data (page 3) and GDP tracking (page 4). We also discuss the impacts of government shutdowns (page 5) and the drop in the correlation between the Nasdaq and Russell 2,000 (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 13, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after starting out with some commentary on bank lending appetite and passenger airline stocks (page 1). We then dive into the latest inflation data (page 2 and 3) followed by a look into Argentine rates and politics (page 4). Turning back to US macro data, we review the latest fiscal data (page 5), long bond reopening (page 6), and petroleum stockpile release (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 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 the divergence between the percentage of stocks above their 200-DMAs versus the S&P 500’s distance from its own 200-DMA (page 1). We also show fixed income flows (page 2) before turning over to a deep dive into today’s release of the Social & Economic Supplement (pages 3 – 8). We close with a recap of the 10 year reopening held this afternoon (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 11, 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 a number of individual stock news from some of the biggest banks (page 1) and Spirit Airlines (SAVE) (page 2). We then dive into the latest data from the New York Fed’s Consumer Expectations Survey (pages 3 and 4). Next, we recap today’s disappointing 3 year note auction (page 5) before closing out with a rundown of the latest positioning data (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
