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!

The Closer – NIPA Revisions, Autos, Internationals – 3/27/25

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 some commentary regarding the North American tariff situation (page 1).  We then look at the latest update of GDP data (page 2). Next, we look at the tariffs ramifications for used cars (page 3) and the advanced trade balance (page 4).  We finish with a look at the historic spread between QTD performance of the US versus the rest of the world (page 5).

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