The Closer – Iran & Reconciliation, Crude, Empire – 6/16/25
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 commentary regarding the situation in Iran in addition to progress in the Senate’s version of the budget bill (page 1). Next, we review the very volatile back-to-back sessions for crude prices (page 2) before finishing with a recap of the Empire Fed release (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
B.I.G. Tips – Energy and Defense Fly
This content is for members onlyThe Closer – MPC, Immigration, Freight – 6/12/25
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, first up is commentary regarding the latest CBO analysis of the tax and spending bill (page 1) followed by a discussion on claims data and impacts of deportations on labor supply (page 2). We move on to discuss the latest freight data released by Cass Information Systems (page 3) and the latest performance of the Dow Transports (page 4). Over the remaining pages, we given an update on the Federal Reserves’ quarterly update of sectoral balance sheets (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!

