The Closer – Internationals vs. Domestics, PMIs, LMI – 4/1/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the performance of stocks with the greatest and least international revenue exposure and their response to tariff headlines (pages 1 and 2). We then pivot over to a look at credit activity (page 3) followed be a review of the latest economic data including construction spending (page 4), PMIs (page 5), LMI (page 6 and 7), JOLTS (page 8), and finally Indeed job postings (page 9).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

Bespoke Market Calendar — April 2025

Please click the image below to view our April 2025 market calendar.  This calendar includes the S&P 500’s historical average percentage change and average intraday chart pattern for each trading day during the upcoming month.  It also includes market holidays and options expiration dates plus the dates of key economic indicator releases.  Click here to view Bespoke’s premium membership options.

The Closer – Quarter Over, Gap Down, Support – 3/31/25

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 kick off with a look at the intraday performance of equities (page 1) followed by an update on the performance of the 60/40 portfolio (page 2).  We then provide a rundown of asset performance in Q1 (page 3) including the historic disconnect between gold, international stocks, and the S&P 500 (page 4). We also provide a decile analysis of the quarter (page 5). We cap off with a final update of our Five Fed Manufacturing composite for March (pages 6 and 7).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!