The Closer – CPI, Magnificent 7, Deficit – 2/12/25

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 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!

The Closer – Kalecki, Earnings, Sentiment – 2/11/25

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 lead off with some commentary regarding government deficits (page 1) followed by a dive into the latest earnings (page 2). We then review investor sentiment (page 3) before closing out with a rundown of the strong 3-year note auction (page 4).

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