The Closer – USD, Mega Cap Impact, Best of Breed – 5/14/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a dive into options markets’ extremely bearish bets on the dollar (pages 1 and 2). We then check in on the stagnation in earnings estimates and what that means for valuations (page 3). After a look into how the mega caps have impacted recent price action (page 4), we close out with the latest update on our Best of Breed basket (pages 5 and 6).
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 — 5/14/25
This content is for members onlyChart of the Day: Tech Stocks Quickly Reclaim 50-DMAs
This content is for members onlyThe Closer – Whiplash, Nasdaq’s New Bull, Debt Data Deluge – 5/13/25
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 begin by evaluating the market’s whiplash so far year to date (page 1) followed by a look at the Nasdaq establishing a new bull market (page 2). Moving on to economic data, we review the latest CPI release (page 3) followed by a deep dive into the latest credit releases including the SLOOS (pages 4 and 5) and the New York Fed’s report on Household Debt & Credit (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!