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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a recap of the blockbuster earnings from NVIDIA (NVDA), we show the collapse is WeWork (WE) valuation (page 1). We then take a look at the latest S&P Global PMIs and revision to jobs data (page 2). Next, we run through the latest housing data in the form of Toll Brothers (TOL) earnings and new home sales (page 3 and 4). Afterward, we review the surge in domestic crude production (page 5) and weak 20 year bond auction (page 6).
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