The Closer – NIPA, AI & GDP, Durables – 12/23/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an in depth look at the latest GDP figures including a dive into AI impacts on the number (pages 1-2) in addition to an update on some of the latest employment metrics according to ADP (page 3). We then turn over to an update to our Five Fed Manufacturing Composite (page 4) before closing out with a rundown of the latest durable goods figures (page 5).
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The Closer – Commodity Recap, Treasury Allotment – 12/22/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, as the year winds down to a close, we provide a recap of commodity performance in 2025 including looks at broad commodity indices (page 1), the dispersion between various commodities (page 2), and finally, energy, precious metal, and cattle prices (page 3). We round out tonight’s note with an update on Treasury allotment 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!
The Closer – ECB, CPI, Memory & Mining – 12/18/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a recap of the ECB decision and other central bank happenings (page 1). Next, we review the latest CPI release (pages 2 and 3). We then switch over to the performance of memory stocks and bitcoin miners turned data center stocks (page 4). We finish with looks at equity ownership (page 5) and the latest earnings reports (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!