May 30, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, with NVIDIA (NVDA) the latest company to reach a trillion dollar market cap, we begin by taking a look at the performance of other stocks once they reach that milestone (page 1). We follow up with a look at the rebound in home prices (page 2) and a final update of our Five Fed Manufacturing Composite for the month of May (pages 3-5). We close out with a rundown 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!
May 25, 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 S&P 500 performance after past debt ceiling deals are reached (page 1) followed by a rundown of the latest update of GDP (page 2). We then review the rest of today’s economic data including the Chicago Fed National Activity Index and pending home sales (page 3) and Kansas City Fed manufacturing index (page 4). We closeout with a 7 year note auction review (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 24, 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 rundown of the meeting minutes and commodity price action (page 1) followed by a recap of today’s EIA data (pages 2 and 3). Next we provide an update on fund flows (page 4) before closing out with a recap of today’s 5 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!
May 23, 2023
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with the technical developments in the wake of today’s declines (page 1) followed by a look at the very strong demand for two year notes at auction (page 2). We then recap today’s new home sales data (pages 3 and 4) and how home affordability has shifted (page 5). We then take a look at the latest PMI data (page 6) and update our Five Fed Manufacturing Composite (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 22, 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 today’s Fedspeak and market pricing of FOMC decisions to come (page 1). We then show the disconnect between two leading industry groups (page 2) followed by a dive into the latest housing data from Redfin (page 3). Afterward, 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!
May 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 recap of the next dose of Fedspeak followed by a look into the surge in mega caps proxied by the NYSE FAANG+ index (page 1 and 2). We then recap the latest data on existing home sales (page 3), regional Fed manufacturing indices (pages 4 and 5), and leading indicators (page 6). We finish with a review of today’s 10 year TIPS sale (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
