The Closer – TSM Premium, Loans, EV Records – 10/2/25

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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 premium in shares of Taiwan Semiconductor (TSM) trading in the US versus abroad (page 1) followed by a dive collapses of loan and crude prices (page 2 and 3). Next up, we dive into alternative data in the form of freight truck orders (page 3), housing inventories and prices (pages 4 and 5), and vehicle sales (page 6).

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

The Closer – Shutdown, Memory DRAMa, PMIs – 10/1/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a dive into ADP’s employment figures and a note on alternative data given the government shutdown’s effects on data releases (page 1). Next, we update the latest PMI data (page 2).  Turning over to stocks, we provide some updates on performance of various baskets (page 3) in addition to a look at the surge in memory prices and related stocks (page 4). We finish tonight’s report with a look at rates (page 5).

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

Bespoke Market Calendar — October 2025

Please click the image below to view our October 2025 market calendar.  This calendar includes the S&P 500’s historical average percentage change and average intraday chart pattern for each trading day during the upcoming month.  It also includes market holidays and options expiration dates plus the dates of key economic indicator releases.

Note: Due to the government shutdown, scheduled release dates are subject to change. Click here to view Bespoke’s premium membership options.