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).
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Chart of the Day – 100 Days In
This content is for members onlyThe 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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!