The Closer – Lower Capital, New Homes, CFO Survey – 6/25/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an explainer on the Fed’s announcement of cuts to the enhanced supplemental leverage ratio and how that plays in for bank stocks (page 1). We then check up on mega-cap Tech performance (page 2). After a review of the latest new home sales figures (page 3), we close out with a look into the latest CFO survey (pages 4 – 6).
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: Decile Analysis Since the 2/19 High
This content is for members onlyThe Closer – Risk Appetite, Nasdaq New Highs, Data Deluge – 6/24/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of some risk appetite indicators (page 1) in addition to a dive into the Nasdaq 100’s golden cross and fresh record highs (page 2). Switching over to economic data, we then take a look at the current account, home prices, consumer confidence, and regional Fed data (pages 3 and 4). We finish with an update of our Five Fed Manufacturing Composite (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 – Clear Verdict, Housing Affordability, Oil Ranges – 6/23/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on what the market’s verdict is for the Iran situation (page 1). We then review the latest housing data (page 2) including a look at affordability (page 3). We then finish with a rundown into crude oil’s volatile session (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!