The Closer – Nothing Happening Without Mega Caps, Residential Construction, EIA – 5/17/23

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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 where the S&P 500 would be this year without the mega caps (page 1) followed by a dive into today’s residential construction numbers (pages 2 – 4). We finish with a recap of today’s EIA data (page 5) and 20 year bond auction (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Another Dose of Fedspeak, Auto Assemblies Surge, Services Slump – 5/16/23

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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 another busy day of Fedspeak (page 1) followed by a recap of industrial production numbers (page 2). We then dive into service sector (page 3) and credit availability data (page 4) from the New York Fed.

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Dow Down for Five, Fedspeak, Household Debt & Credit, Positioning – 5/15/23

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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 Dow snapping its losing streak (page 1) followed by an update on today’s Fedspeak (page 2). We then dive into today’s consumer credit numbers (pages 3 -5) before finishing with updates of this week’s Treasury auctions (page 6) and 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!

The Closer – Triple Plays Back to Normal, PPI, Large Metro Labor Markets – 5/11/23

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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 normalization in the rate of triple plays and their reaction to earnings (page 1) followed by a look at regional banks’ return below pre-financial crisis highs (page 2).  We then switch over to macro data to view the latest PPI readings (page 3), claims counts versus layoffs mentions in news headlines (page 4), and job postings data (pages 5 and 6). We finish with a recap of the strong 30 year bond 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!

The Closer – Tech at New Highs, CPI, Product Prices Diverge, 10Y Auction – 5/10/23

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with earnings recaps and a look at performance of S&P 500 stocks today based on year to date performance (page 1).  We follow up with a look at Tech’s new 52-week high (page 2) before switching over to macro data to run down today’s CPI print (pages 3 and 4).  We then review the latest EIA data (page 5) and energy prices (page 6) before closing out with a recap of the 10 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!

The Closer – Investor Movement and Consumer Confidence, Record 3Y Note Sale – 5/9/23

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with recaps of the latest earnings (page 1) followed by a preview of performance on CPI days of the S&P 500 and its industry groups (page 2). We then dive into the latest sentiment figures for investors (page 3), potential homebuyers (page 4 and 5), and consumers (page 6).  We finish with a review of today’s record setting 3 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!