The Closer – Fedspeak, Energy, CFOs – 3/26/25

Mar 26, 2025

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start report with a rundown on the latest Fedspeak (page 1) followed by a chart review of the Magnificent Seven and a handful of other stocks (page 2). We then look at the relationship between oil, rates, and the dollar (page 3). Next, we pivot over to the Dallas Fed’s Energy Survey (pages 4 and 5) in addition to the latest manufacturing data (page 6). We close out with a review of trade policy impacts on the Duke CFO survey (page 7 and 8).

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

The Closer – Quant Whipsaw, MAHA, Housing – 3/25/25

Mar 25, 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 massive whipsaw in quant factors (page 1). We then check in on stocks impacted by MAHA (page 2) and the crowning of a new market cap king in Europe (page 3). After an update on the latest Treasury allotment data (page 4), we review the crude term premium (page 5) and latest housing data (pages 6 and 7). We round out tonight’s report with an update of regional Fed manufacturing data (pages 8 – 10).

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