The Closer – Gilts, Autos, Health Care Checkup – 7/2/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by looking at how UK Gilts are digesting the country’s fiscal concerns (page 1). We then check in on Tesla (TSLA) deliveries and collapse in shares of Centene (CNC) (page 2).  We continue with a checkup on other Health Care stocks and the industry’s labor figures (page 3). We then finish with a review of brand level breakdowns of vehicle sales (page 4) and remittance data from Mexico (page 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 – Senate Passage, Jobs, Logistics – 7/1/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a review of the Senate passing of the spending bill and the latest news on tariffs (page 1). Next, we review the day’s PMI data (page 2) before getting into job openings readings from the JOLTS report (page 3) and Indeed.com (pages 4 and 5). We finish with the June update of the Logistics Managers’ Index (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 — July 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.