The Closer – Europe Reversal, Homeownership, Population Growth – 7/28/25
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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 engulfing candles out of Germany and Sweden (page 1). We also review the latest European and American earnings (page 2) before pivoting into Census data on homeownership and vacancy rates (page 3) in addition to population growth (page 4).
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The Closer – More Earnings, AI Laggards, ECB – 7/24/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the latest earnings including a luxury name and some AI basket members (pages 1 and 2), we review the performance of some AI adjacent stocks that have lagged behind (page 3). Next, we turn over to European rates (page 4) and finish with recaps of the latest economic data including flash PMIs (page 5) and new home 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!
Bespoke’s Weekly Sector Snapshot — 7/24/25
This content is for members onlyThe Closer – Meme Stocks, GOOGL & TSLA, Delinquencies – 7/23/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with another check in on the performance of meme stocks in addition to recent IPOs (page 1). After reviewing the latest earnings including results from Alphabet (GOOGL), Tesla (TSLA), and more (pages 2 and 3), we review today’s existing home sales data (page 4). We finish with a look into credit card delinquencies (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!