The Closer – AI Credit, Consumer Expectations, Mortgages – 11/10/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into debt related to datacenters and AI names (pages 1 and 2). We then pivot into the latest data from the New York Fed’s Survey of Consumer Expectations (pages 3 – 5) including some other housing data from ICE’s Mortgage Monitor report (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 – Implementation Implodes, Fedspeak, Claims – 11/6/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the weak month to date performance at the tail ends of the valuation, revenue growth, and year to date performance spectrums (page 1). We follow up with a check in on the lagging performance of AI Implementation stocks (page 2) before pivoting into a rundown of tonight’s earnings and a busy day of Fedspeak (page 3). We finish with a look at state level jobless claims 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 – Risk Slump, Layoff Announcements, PMIs – 11/5/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the latest earnings including a check in on performance of consumer risk sentiment stocks (page 1). We then review the latest labor data (page 2) and service PMIs (page 3) before closing out with a rundown of petroleum inventories (page 4).

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