Feb 24, 2025
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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 the surge in mentions of tariffs (page 1) and price indices across recent regional Fed reports (page 2). We then take a deep time into data on US distributions of economic activity (pages 3 – 5). We then look at Treasury auctions (page 6) and finish with our weekly recap of positioning data (pages 7-10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at what drives moves in the dollar (page 1) followed by a look at some discrepancies in the latest jobless claims and Philly Fed data (page 2). We then show some of the mean reversion that has taken place in the past couple of sessions (page 3). Next, we review today’s 30-year TIPS auction (page 4) before closing out with a recap of the latest EIA data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with commentary regarding today’s Fed Minutes (page 1). Next, we dive into fixed income markets including a look at mortgage rates and a deeper dive into the topic of privatization of GSEs (pages 2 and 3). We then review the latest earnings and residential construction figures (page 4) before providing an updated look at a basket of international mega-cap stocks (page 5). We finish with a rundown of today’s 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!
Feb 18, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the performance of German equities relative to the US (pages 1 and 2) followed by an update of our Best of Breed basket (pages 3 and 4). We then review the latest earnings (page 5), preview this week’s Treasury auctions (page 6), and close out with an overview on positioning data (pages 7-10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary regarding the latest tariff news in addition to an overview of PPI data (page 1). We then recap the latest earnings (page 2) followed by a look at stocks that are poised to be helped and hurt by MAHA policies (pages 3 and 4). Next, we dive into consumer debt data (page 5) before closing out with a review of today’s long 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!
Feb 12, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of today’s CPI data (page 1 and 2) including a look at how the market reacted to the release (page 3). We then review the latest earnings reports (page 4) before finishing with overviews of the latest EIA data (page 5) and 10-year note 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!
