The Closer – Cruising to New Highs, Jobs, Inventories – 2/4/25
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the massive recovery in cruise stocks (page 1). We then look at the latest job openings data through Indeed (page 2) and JOLTS data sets (page 3). Next, we review the latest Fedspeak and earnings (page 4) before switching over to a look at housing inventories (pages 5 and 6) and delinquency data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Daily Sector Snapshot — 2/4/25
This content is for members onlyThe Closer – Tariff Turmoil, ISM Expands, Home Improvement – 2/3/25
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the S&P 500’s impressive intraday reversal and country ETF performance (page 1). We then look at the latest construction spending data (page 2) and the snapped streak of contractionary readings for the ISM manufacturing index (page 3). We finish with a weekly rundown of positioning data (pages 4 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!