The Closer – Tariff Rates, Consumer Credit, Ludicrous – 8/5/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the latest earnings including results from AMD (AMD), Super Micro (SMCI), Rivian (RIVN), and more (page 1). Next, we check in on the the increased share of stocks trading with high momentum and lofty valuations (page 2). We then switch over to macro data including a look at effective tariff rates and data center spending (page 3), the ISM Services miss (page 4), consumer credit figures (pages 5 and 6), and finally the latest logistics data (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 – Great Guidance, Sentiment, SLOOS – 8/4/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by looking at the very strong pace at which companies are raising guidance (page 1) followed by a look into other details of recent earnings reports (page 2). Next, we dive into the latest sentiment findings from Schwab (pages 3 and 4). We cap off with a rundown of the latest Senior Loan Officer Outlook Survey (pages 6 and 7).
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 — August 2025
Please click the image below to view our July 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. Click here to view Bespoke’s premium membership options.
The Closer – AI-Pocalypse, Overbought Tech, Wages – 7/31/25
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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 a handful of the biggest winners of the AI trade in addition to the intraday reversal in the S&P and Nasdaq (page 1). Pivoting back to AI, we then look at the consistent string of overbought readings in our AI Basket (page 2). We follow up with a rundown of the latest earnings (pages 3 and 4) and then switch over to economic data including a look at jobless claims (page 5), personal income and spending (page 6), and the Employment Cost Index (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!