Jul 26, 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 news from auto manufacturers and a number of notable earnings reports (page 1) followed by a rundown of the FOMC meeting and subsequent market reaction (page 2). We then turn to the latest new home sales data (page 3), EIA petroleum inventories (page 4), and Indeed job postings (pages 5 & 6).
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Jul 25, 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 rundown of the latest earnings reports, including those of the mega caps: Microsoft (MSFT) and Alphabet (GOOGL) (page 1). We then update our Five Fed Manufacturing Composite (page 2) before switching over to a look at regional Fed service indices (page 3). We finish with updates on consumer confidence and home prices (page 4) as well as a 5 year auction recap (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 24, 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 rundown of the evening earnings and some notes on unionization (pages 1 and 2). We also provide some commentary on Israeli foreign exchange (page 3). Turning to US data, we show the latest Chicago Fed National Activity Index and flash PMIs (page 4). We also recap today’s 2 year note sale (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!
Jul 20, 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 dive into emerging market central bank decisions (page 2). Next, we look at food prices (page 3) and existing home sales (page 4). We also provide an update on housing affordability (page 5). Afterward, we update our Five Fed Manufacturing Composite (page 6). We finish with reviews of the record setting 10 year TIPS auction (page 7) and surge in sentiment (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 19, 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 some of the major earnings reports out after the closing bell including those of Tesla (TSLA), Netflix (NFLX), United Airlines (UAL), and more. We then discuss the latest residential construction data, honing in on the switch from multifamily resilience to single family rebound. Afterward we perform a principal component analysis of developed market interest rates before closing with reviews of the latest EIA data and 20 year bond reopening.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 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 at options pricing (page 1) before turning over to Canadian inflation data (page 2) and the latest industrial production data (page 3). Next, we review homebuilder sentiment with regards to remodeling (page 4) and the latest credit access survey from the New York Fed (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
