The Closer – Six Months Above, Liquidity, TGA – 10/27/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by showing the S&P 500 closing in on six straight months of trading above its 50-DMA (page 1) followed by a dive into some concerns for the liquidity of the repo market (pages 2-4). We then cover a bunch of the latest earnings reports (page 4&5) before closing out with an update of our Five Fed Manufacturing Composite (page 6) .
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The Closer – What’s The Good Word? – 10/23/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at the growth in EPS estimates in addition to what companies are saying about the economy in earnings calls (page 1). We then jump into the latest earnings including results from Super Micro (SMCI), Intel (INTC), Ford (F) and more (pages 2 and 3). We then show the historic streak of neutral breadth (page 4) before closing out with updates on home sales (page 5) and affordability (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Bespoke’s Weekly Sector Snapshot — 10/23/25
This content is for members onlyThe Closer – Rotation, Earnings, Treasury Allotment – 10/22/25
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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 the market’s rotation (page 1) followed by a rundown of all the latest earnings including results from Tesla (TSLA), IBM (IBM), and more (pages 2 and 3). We cap off with a look into the latest Treasury auctions (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!