The Closer – P/S, Baskets, Reminiscences of 2021 – 7/22/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the price-to-sales ratio hitting new cycle highs (page 1) followed by an update of a handful of baskets (page 2). We also check in on performance of heavily shorted names (pages 3 and 4) before finishing with an update of our Five Fed Manufacturing Composite (page 5) and tonight’s earnings reports (page 6).
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The Closer – Dollar Bad Day, Option Led Optimism – 7/21/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the moves in the US dollar (page 1) followed by a checkup on options volumes (page 2). After reviewing some big swings in futures positioning (page 3) we finish tonight’s report with a rundown into consumer credit survey data out of the New York Fed (pages 4 and 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 – TICS, Tech Burning Up, Tariff Incidence – 7/17/25
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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 at the surge of inflows of foreign capital (page 1) followed by a look at the rip-roaring rally in the Tech sector (page 2). We then look at retail sales, jobless claims, and regional Fed manufacturing data (page 3). Next, we show evidence of where the burden of tariffs are falling (page 4) before closing out with the weakness in homebuilder and remodeler sentiment (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!