Oct 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at how often real returns are positive over the long run (page 1) in addition to Apple (AAPL) breaking out to a new record (page 2). After that, we dive into the latest earnings reports (page 3) including results from Zion Bancorp (ZION) and Steel Dynamics (STLD). We then finish with a dive into the Q3 release of the Bank of Canada’s business and consumer surveys (page 4).
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Oct 20, 2025
Earnings season is off to the races as the first of the major players in the Financials sector reported last week. While the calendar is relatively quiet today to start the week, things will quickly ramp up. Among S&P 1500 companies, tomorrow has 52 stocks reporting with a combined market cap of over $3 trillion. The following days this week will have the first of the mega-caps with Tesla (TSLA) results Wednesday night. In addition to the huge market cap from TSLA alone, we’ll get a large number of reports in the middle of this week too with nearly 200 companies in the 48 hours between Wednesday and Thursday.
The back half of next week is when the earnings calendar will ramp back up into the peak of earnings season. Next Wednesday will have 179 reports, and the following day will have nearly 200. Included in those are another large share of mega caps: Meta (META), Alphabet (GOOGL), and Microsoft (MSFT)’s combined $9.32 trillion in market cap make reports on Wednesday help contribute to the single most impactful day of earnings. Amazon (AMZN) and Apple (AAPL) report on Thursday too, and after that Berkshire (BRK.B) will be the only other mega-cap report for another couple of weeks when NVIDIA (NVDA) and Walmart (WMT) round out earnings season in mid-November. Looking to that first week of November, although Berkshire is the only stand out in terms of market cap, the calendar is still very busy with multiple days exceeding over 100 reports from S&P 1500 members.
Oct 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the pain in regional banks (page 1) in addition to the happenings in data center credit markets (page 2). After that, we check in on homebuilders (page 3) before switching over to macro data that includes an update of our Five Fed Composite (page 4), New York area service sector data (page 5), and the close out with commentary on some macro trends playing out in earnings (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 15, 2025
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 start with a note on the two significant credit blow ups in September and a quantitative look at the Beige Book (page 1). Next, we review the latest credit card delinquency rates (page 2) and wrap up with a recap of the latest transport earnings (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
