The Closer – Growth Woes, Hard vs Soft, Shorts – 6/26/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after beginning with a recap of the latest spending bill drama, Fedspeak, and GDP revisions (page 1), we review jobless claims data (page 2). After that, we check in on the conflicting signals in hard and soft data (page 3) before closing out with an update on the newest short interest figures (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 – Lower Capital, New Homes, CFO Survey – 6/25/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an explainer on the Fed’s announcement of cuts to the enhanced supplemental leverage ratio and how that plays in for bank stocks (page 1). We then check up on mega-cap Tech performance (page 2). After a review of the latest new home sales figures (page 3), we close out with a look into the latest CFO survey (pages 4 – 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Risk Appetite, Nasdaq New Highs, Data Deluge – 6/24/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of some risk appetite indicators (page 1) in addition to a dive into the Nasdaq 100’s golden cross and fresh record highs (page 2).  Switching over to economic data, we then take a look at the current account, home prices, consumer confidence, and regional Fed data (pages 3 and 4). We finish with an update of our Five Fed Manufacturing Composite (page 5).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!