Jul 17, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a quick look into earnings estimates as earnings season ramps up (page 1) followed by an update of the term structure of WTI and Brent crude oil (page 2) followed by a look at the drivers of the dollar’s drop (page 3). Next, we show bank deposits (page 4), preview this week’s Treasury auctions (page 5), before closing with an update 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!
Jul 13, 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 the dollar and which stocks have benefited the most (page 1). We then dive into the new all time high in mega cap tech (page 2) before pivoting into the latest PPI data (page 3). We then recap the latest budget statement (page 4) followed by a forecast of industrial production based on Fastenal (FAST) sales data (page 5). We close out with a recap of today’s weak 30 year bond reopening (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 12, 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 Russell 2,000’s historic streak without a new high before previewing the ramp up of earnings season (page 1). We then dive into the latest CPI data (page 2) before switching over to a look at today’s release of the Beige book (page 3). Next, we show the big jump in petroleum product net exports per the latest EIA data (page 4) before closing with a recap of today’s tailing 10 year note reopening (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 11, 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 implications of the Nasdaq rebalancing and a preview of CPI day performance (page 1). We then provide an update on investor sentiment (page 2).Next, we take a look at the latest consumer expectations data (pages 3 and 4) followed by the most recent supply chain data (pages 5-7). We close out with a review of today’s 3 year note auction (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 10, 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 Russell 2,000 golden crosses (page 1) followed by a review of the latest data on mortgage delinquencies and rent prices (page 2). We then dive into the latest consumer credit data (page 3). Next, we preview this week’s Treasury auctions (page 4) and 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!
Jul 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 at the rotation taking place early on this quarter (page 1) followed by a look at the brands with the strongest auto sales in Q2 (page 2). We then take a look at the latest ADP data (page 3), JOLTS numbers (page 4), trade balance and ISM figures (page 5), and close with a look at the latest petroleum inventory 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!
