Sep 7, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the Bank of Canada’s terminal rate (page 1) followed a look into debt issuance (page 1) and bank loan portfolios (page 2 -4). We then provide an analysis on crude oil ending its historical winning streak (page 5) before closing with a recap of 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!
Sep 6, 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 credit spreads and the steep backwardation of crude (page 1). We follow up with a quantified look at the Beige Book (page 2), trade balance (page 3), and ISM data (page 4). We then take a look into the latest housing delinquency data from Black Knight (page 5) in addition to housing inventories from Realtor.com (pages 6 – 7). We finish with an update on the latest investor sentiment data from TD Ameritrade (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 5, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the dovish pivot in Fed commentary and the subsequent rise in the dollar (page 1). We then pivot over to the latest factory orders data (page 2) and Logistics Managers Index (pages 3 -5). We then review 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!
Aug 31, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the weak performance of equities and fixed income in August (page 1) followed by a look into the details of today’s personal spending and income data (pages 2 and 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 30, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some insights into the scale of losses at Chinese property developers as well as corporate profits here in the US (page 1). We then dive into the latest GDP numbers as well as GDPNow (pages 2 and 3). We finish with a look at the big draw in crude inventories (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 29, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the drop in 2 year yields as well as the re-acceleration in home prices (page 1). We then dive into the latest JOLTS data (page 2) and huge miss in consumer confidence (page 3). Next, we show how yields have impacted rotation (page 4) before finishing with a recap of the 7 year note auction held this afternoon (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
