Aug 28, 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 S&P 500 performance in the context of the VIX’s recent moves (page 1) as well as a discussion on the Fed’s tightening cycle and its implications for stocks and bonds (pages 1 and 2). We then pivot over to our final update of our Five Fed manufacturing composite (page 3), a recap of today’s Treasury auctions (page 4), and a rundown of 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!
Aug 24, 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 failure of the S&P 500 and Nasdaq to reclaim their 50-DMAs (page 1) followed by a review of the biggest positive contributors to the S&P 500’s moves month and year to date (pages 2 and 3). We then update our Five Fed Manufacturing Composite (page 4) followed by a recap of today’s 30 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!
Aug 23, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of the blockbuster earnings from NVIDIA (NVDA), we show the collapse is WeWork (WE) valuation (page 1). We then take a look at the latest S&P Global PMIs and revision to jobs data (page 2). Next, we run through the latest housing data in the form of Toll Brothers (TOL) earnings and new home sales (page 3 and 4). Afterward, we review the surge in domestic crude production (page 5) and weak 20 year bond auction (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 22, 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 wholesale used car prices and Toll Brothers (TOL) earnings (page 1). We then turn to the dearth in inventories per the latest existing home sales data (page 2) and weakness in home affordability (page 3). After an update of our Five Fed Manufacturing Composite (page 4) and an similar service sector reading (page 5), we finish with a review of the latest job openings data from Indeed.com (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!
Aug 21, 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 unionization efforts (page 1) followed by a dive into semi sales data (page 2) and the petroleum trade balance (page 3). Next, we preview this week’s Treasury auctions (page 4) before closing with a rundown of 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!
Aug 17, 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 stock price of Hawaiian Electric (HE) (page 1) followed by a look into e-commerce sales (page 2). We then check in on the rate of triple plays this earnings season (page 3) followed by a look at the Nasdaq snapping its streak without reaching oversold territory (page 4). We finish with updates on today’s leading indicators (page 5) and regional manufacturing 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!
