Feb 25, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a rundown for a number of thematic moves recently including the relationships between growth, value, and momentum (page 1). We also show the performance of baskets like AI Picks and Shovels, Durable Goods, Autos, and more (pages 2-4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 24, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a review of the latest Fedspeak in addition to all the further pain in software names (pages 1 – 3). Next up, we show where some outperformers were today in addition to an update on regional Fed indices (page 4). After that, we provide a review of the latest positioning data (pages 5 & 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 23, 2026
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 kick off with a review of the latest Fedspeak in addition to all the further pain in software names (pages 1 – 3). Next up, we show where some outperformers were today in addition to an update on regional Fed indices (page 4). After that, we provide a review of the latest positioning data (pages 5 & 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 23, 2026
In today’s Morning Lineup, we discussed how the US is experiencing near-historic underperformance relative to the rest of the world so far this year. Obviously, there’s still a lot of time left, considering February isn’t even over yet. However, the US S&P 500 (SPY) is basically unchanged YTD following today’s declines, whereas the rest of the world (ACWX) is closing in on a double-digit gain. Looking at more specific areas, below we show the year-to-date performance of various regional ETFs. As shown, the S&P 500 has been utterly left in the dust. Meanwhile, Asia excluding Japan (AAXJ) is up 12.6%, Emerging Markets (EEM) are up 12.8%, and Latin America (ILF) is up 20% in under two months.
Those big moves this year—some of which are in the context of larger moves across recent months and years—have also resulted in some interesting technical developments. For ILF, the past two decades’ downtrend is now firmly in the rearview as the ETF approaches early-2018 highs.
As for EM, the past month has seen that ETF reach some of its first all-time highs since 2021.
Feb 19, 2026
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 the latest pivots in Fedspeak in addition to the latest earnings reports (page 1). Next up, we show this year’s disconnect between price and breadth (page 2) before switching into an overview of the latest happenings in repo markets (page 3). We then round out tonight’s report with reviews of trade data (page 4) and regional manufacturing and jobless claims figures (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
