The Closer – Technicals, 5 Fed, Positioning – 1/26/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the S&P 500’s technical outlook in addition to some commentary regarding Medicare and private credit (page 1).  We then pivot into the latest earnings (page 2) followed by an update of our Five Fed Manufacturing Composite (page 3).  We also review durable goods data (page 4) before closing out with a rundown of the latest moves in positioning data (pages 5 and 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 – PCE, Claims, Winter Weather – 1/22/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of the latest inflation data (page 1) in addition to an update on personal income, spending, and saving (page 2). Next up, we check in on jobless claims and the latest major earnings reports (page 3).  We then finish with a review of winter storm impacts on natural gas inventories and prices (pages 4 and 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 – Fed at SCOTUS, AI Divergence, Construction – 1/21/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the Fed and the Supreme Court in addition to the latest concerning Greenland (page 1). Next up, we show the massive divergence between AI Infrastructure and Implementation stocks (page 2).  We then review the latest earnings (page 3) before closing out with a recap of today’s construction spending and pending home sales data (page 4).

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