Aug 16, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary on a range of topics including steel deals, Argentinian elections, and the Fed minutes (page 1). We then review the latest industrial production figures (page 2) before looking at today’s residential construction data (pages 3 and 4). We close out with a look at the massive increase in domestic crude production (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 15, 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 at future performance based on a number of technical happenings of the S&P 500 and 10 year yields (pages 1 and 2). We then switch over to a look at the EIA’s monthly snapshot of US energy usage (pages 3 and 4) and CO2 emissions (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 14, 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 some reasons why not to read too far into today’s price action (page 1) followed by a dive into real yields and bill issuance (pages 2 and 3). We then recap the latest survey from the NY Fed on consumer inflation and financial situation expectations (pages 4 and 5). We close out with a review 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!
Aug 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 Banxico’s rate decision and other Fedspeak here in the US. We also discuss real wages’ impacts on consumer confidence (page 1) before pivoting over to an in depth rundown of today’s CPI data (pages 2 and 3). Next, we review the latest budget deficit data (page 4 and 5) before closing out with a recap of the weak demand for long bonds at 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 9, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of the latest earnings (page 1) followed by the drop in consumer credit growth (pages 2 – 6). We then dive into the latest 10 year auction (page 7) and big surge in domestic oil production (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 8, 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 major earnings reports out after the closing bell (page 1) followed by a dive into the latest trade balance data (page 2 and 3). We then show the Kansas City Fed’s aggregate labor market index (page 4). Next, we review today’s record setting 3 year note auction (page 5) before closing with the latest update on investor sentiment for July (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
