The Closer – Leading Indicators, Policy Rates, Credit Ratings – 5/19/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with the weak reading in leading indicators in addition to an update on global policy rates (page 1). We then show the recovery in AI stock prices (page 2) before pivoting over to a look at the few stocks now holding better credit ratings than the US government (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Daily Sector Snapshot — 5/19/25
This content is for members onlyDaily Sector Snapshot — 5/16/25
This content is for members onlyThe Closer – Retail Sales, Credit Cards, AI Flies – 5/15/25
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with rundowns of the latest PPI, retail sales, and homebuilder sentiment data (page 1). We then update our 5 Fed Composite (pages 2 and 3) before pivoting into jobless claims data (page 4). We then review credit card delinquency rates (page 5) before closing out with an updated look at recent performance of AI stocks (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!