The Closer – Manufacturing Miss, Transportation, Baskets – 6/2/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into the ISM Manufacturing release missing estimates (page 1) followed by a review of transportation cost data (page 2).  After recapping the latest construction spending figures (page 3), we then review performance of a handful of baskets including AI, autos, and private equity (page 4). We also check in on individual stock contributions (page 5) and our MAHA baskets (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 — June 2025

Please click the image below to view our June 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 – Tariffs, Claims, GDP – 5/29/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the latest updates to tariff policies in addition to a dive into the latest jobless claims data (page 1) including a breakdown by demographics (pages 2 and 3). We then review today’s update of GDP and the latest earnings from Costco (COST) (pages 4).

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

The Closer – NVDA Earnings, GSEs, Shorts – 5/28/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a rundown of the long awaited NVIDIA (NVDA) earnings (page 1).  We also recap the Fed Minutes (page 2) in addition to some commentary regarding GSEs like Fannie Mae and Freddie Mac (pages 3 and 4). After updating our Five Fed Manufacturing Composite (page 5), we round out tonight’s report with a look into the change in short interest levels (page 6).

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