The Closer – Record Customs Duties, Small Range, Deciles – 5/12/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the record share of federal government receipts coming in from customs duties in addition to a technical update of the S&P 500 (page 1). We also make note of the S&P 500’s remarkably tight intraday range despite the 3% gain today (page 2). We then provide a decile breakdown of today’s price action (page 3) before capping off with an update on positioning (pages 4 and 6).
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Daily Sector Snapshot — 5/12/25
This content is for members onlyDaily Sector Snapshot — 5/9/25
This content is for members onlyThe Closer – The First Trade Deal – 5/8/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a rundown of today’s trade news in addition to the technical setups of a few pertinent aerospace stocks (page 1). We then review the latest earnings reports and Bitcoin’s break back above $100K (page 2). Next, we recap the latest productivity figures and housing affordability numbers (page 3) before closing with a dive into the New York Fed’s Survey of Consumer Expectations (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!