The Closer – Deutschland Breakout, Best of Breed – 2/18/25

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!

The Closer – Tariffs, MAHA, Consumer Debt – 2/13/25

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!