Jan 8, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take an in depth dive into the unusually strong mid-cycle strength of productivity (pages 1 – 3). We then checkup on the latest trade data (pages 3 and 4) before pivoting into claims data and some corporate headlines regarding consumer strength (page 5). After that, we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) before closing out with a rundown on some housing data from Realtor.com (pages 8 and 9).
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Jan 7, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start note with a discussion on a slug of new credit market issuance and administration interventions on defense and homebuilding stocks (page 1). Next up, we check in on a variety of stock baskets including those based on the themes of: consumer lenders, AI picks and shovels, managed care, trucking, durable goods, and consumer goods (pages 2 and 3). We then turn over to the latest macro data including the ISM Services release (page 4), JOLTS report (page 5), and petroleum stockpiles (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 6, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a dive into the parabolic moves in metal prices (pages 1 and 2). We also give some commentary on the latest Congressional news followed by a look into auto sales data (page 3). After a look at the latest Logistics Managers Index (page 4), we close out with a review of some of the latest investor sentiment gauges (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
