Jul 5, 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 dynamics between growth and value (page 1) followed by a forecast of JOLTS job openings based on the latest data from Indeed (page 2). We then turn to the latest manufacturing data (pages 3 and 4) before closing out with a rundown of the most recent 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!
Jun 29, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off with a decile breakdown of quarter to date performance of Russell 1,000 stocks headed into the final day of Q1 (page 1). We then dive into the latest GDP figures for Q1 (pages 2 – 4) before closing with a look at the latest housing market data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 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 the latest short interest data (pages 1 and 2) followed by a rundown of the Duke CFO survey (page 3). We then recap the latest data on petroleum stockpiles (page 4) before closing with a recap of today’s 7 year note 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!
Jun 27, 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 analyst ratings and performance based on analyst ratings (page 1). We follow up with a dive into the latest new home sales data (pages 2 and 3) and housing affordability (page 4). We switch over to the latest manufacturing data with a final update of our Five Fed Manufacturing Composite for the month of June (pages 5-7) and durable goods (page 8). We close with a look at today’s 5 year note auction (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 26, 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 S&P 500’s performance in the final week of the second quarter (page 1) as well as a look at Bitcoin’s recent 52-week highs (page 2). We then check in on homebuilders and some recent housing data from Redfin (page 3) as well as an update of our Five Fed Manufacturing Composite (page 4). We then preview this week’s Treasury auctions including a recap of today’s 2 year note sale (pages 5 and 6). We finish with a look at the latest speculator positioning figures (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!
Jun 22, 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 divergence between real yields and valuations as well as the new low in the VIX (page 1). We then dive into the massive amount of data released today including leading indicators (page 2), the Chicago Fed’s National Activity index (page 3), regional Fed manufacturing gauge (pages 4 and 5), existing home sales (page 6), petroleum inventories (page 7). We close with a recap of today’s 5 year TIPS reopening (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
