B.I.G. Tips – Sector Weights – July 2025
This content is for members onlyThe Closer – FOMC, AI Capex Ramps, GDP – 7/30/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, it’s a jam-packed report that kicks off with a look at the huge swing in copper prices in addition to the latest central bank decisions here in the US and North of the Border (page 1). We also check in on the market’s reaction to today’s FOMC meeting (page 2). Next, we show the dollar’s turnaround (page 3) before pivoting over to earnings recaps that include those of Microsoft (MSFT) and Meta (META) (pages 4 and 5). We finish with a rundown on GDP (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!
The Closer – Earnings Onslaught, Trade, Jobs – 7/29/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after recapping a busy night of earnings (pages 1 and 2), we dive into the latest update of trade data (page 3). Next, we look at the changes in home prices (page 4) before pivoting to a look at job openings in the form of the JOLTS release (page 5) and Indeed data (page 6). We cap off with a dive into consumer confidence figures (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!