The Closer – Fed Risks, Claims, Sentiment’s New High – 12/4/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with some commentary regarding the setup of the FOMC and its independence (page 1). We then take a look at jobless claims and some potential reasons for the sharp move this week (page 2). We close out with a dive into AAII sentiment reaching the most bullish reading in nearly a year (page 3).

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

The Closer – Consumer Check, Growth vs. Value, Cold Start – 12/3/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into a handful of baskets (page 1) in addition to the outperformance of value versus growth (page 2).  Next, we offer a look into the latest string of cold weather and what that means for natural gas (page 3).   After that, it’s a dive into the latest ISM (page 4) and S&P Global PMI data (page 5) before closing out with reviews of industrial production (page 6) and some earnings (page 7).

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

The Closer – Planes, Trains, and Automobiles – 12/2/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into some valuation metrics for the crypto treasury  company Strategy (MSTR) (page 1) followed by a look into the historic strength of Boeing (BA) relative to Airbus (EADSY) (page 2). Next, we pivot into auto sales (page 3) before closing out with a dive into a handful of baskets (page 4) in addition to the Logistics Managers Index and related stocks (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!