The Closer – Narrow Ranges, Minutes, Residential – 2/18/26
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out by quantifying just how narrow of a range the S&P 500 has traded in so far this year (page 1). The we review the VIX (page 2) followed by a dive into today’s FOMC minutes and earnings (page 3). After a recap of today’s seasonally weak 20-year bond auction (page 4), we dive into today’s economic data like the NY Fed Business Leaders, industrial production, and residential construction releases (pages 5-7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Chart of the Day: Dispersion to Start the Year
This content is for members onlyThe Closer – Migration, Earnings, Best of Breed – 2/17/26
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing the next pain points as a result of AI (page 1) followed by a dive into the strong showing by long bonds at auction this afternoon (page 2). After recapping claims (page 3) we then turn to an overview of the reversal in January home sales data (page 4). We cap off tonight’s report with earnings reviews (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
The Closer – More AI Pain Points, Stellar Long Bonds – 2/12/26
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 by showing the next pain points as a result of AI (page 1) followed by a dive into the strong showing by long bonds at auction this afternoon (page 2). After recapping claims (page 3) we then turn to an overview of the reversal in January home sales data (page 4). We cap off tonight’s report with earnings reviews (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!