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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with today’s earnings report from trucking company JB Hunt (JBHT) which gave us some great insights that we cover on page 1.  Even though homebuilder stocks are in a steep drawdown, analysts remain very optimistic on earnings for the group.  Check out the chart on homebuilder orders at the bottom of page 2.  On page 3 we note that bank loan books are “ramping up at an impressive pace” based on recent earnings reports.  Money center bank loan books are surging. Finally, make sure to check out our weekly update on speculator positioning from the CFTC on pages 5 and 6.

If you’re wondering what the Closer is like each day, click here or on the thumbnail image below for a sample of a few pages from the report.

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

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