The Closer – Consumers, Manufacturing, AI Survey – 5/27/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight with a look at the big rebound in equity prices and how that affects S&P 500 technicals (page 1). We then preview the latest Consumer Confidence data (page 2) and the Dallas Fed’s regional manufacturing data (page 3). We also dive into the survey’s special questions regarding AI (pages 4 and 5) before capping off with a rundown into durable goods and home prices (page 6).
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Daily Sector Snapshot — 5/23/25
This content is for members onlyThe Closer – Uncertainty, Bond Bath, Housing – 5/22/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the still elevated readings in policy uncertainty (page 1) followed by a look into the latest PMI readings (page 2). After a dive into existing home sales (page 3) and affordability (page 4), we review IPO issuance and performance (page 5). We finish with a rundown of week to date and today’s performance in relation to bond correlation (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!