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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the earnings out of HP Enterprises (HPE) and Zoom (ZM), we show the recent consolidation in rates. Next, we recap the strength of the manufacturing sector across various surveys. We then provide a look at what the Dallas Fed’s supplemental questions showed on the region’s labor market and inflation picture. Afterward, we turn to some hard data on the manufacturing sector before closing out with a look at the ARK Innovation ETF (ARKK) and the iShares Clean Energy ETF (ICLN).
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