Aug 7, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a look at tonight’s earnings (page 1), we dive into a look at CDS spreads (page 2) and the latest consumer debt report (page 3). We then look at some housing data from Black Knight and Zillow (page 4), this week’s Treasury auctions (page 5), and 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 3, 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 most notable earnings including those of Amazon (AMZN) and Apple (AAPL) (page 1), we dive into the rapid steepening of the yield curve (page 2). We then show the disinflationary trends in productivity and cost data (page 3) and service PMIs (page 4). We finish by running through the latest housing inventory data from Realtor.com (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 2, 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 tonight’s major earnings reports (page 1) followed by a look into homeownership rates (page 2). We then show a heatmap of state unemployment rates (page 3) before finishing with a look into the record 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 1, 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 latest earnings (page 1) followed by a rundown of today’s PMI data (page 2). We then look into today’s release of construction spending data (page 3) and JOLTS findings (page 4). We finish with a rundown of the latest Logistics Mangers Index (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!
Jul 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 review of the latest earnings reports (page 1) followed by a look into the latest SLOOS data (pages 2 – 4). We then dive into a review of Latin American policy rates (page 5). We next provide a final recap of our Five Fed Manufacturing Composite (page 6) then close out with the latest positioning data (pages 7-9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 27, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the latest earnings (page 1) followed by a look at the Dow coming up just short of a new record winning streak (pages 2 and 3). We then check in on European central bank rates and stocks (page 4) before pivoting to today’s GDP data (page 5). We also look at apartment vacancies (page 6) before closing out with a review of the 7 year note auction (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
