Jun 12, 2025
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!
Jun 11, 2025
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 out with a review of what can be perceived as positive catalysts (page 1) followed by an update of the latest CPI release (page 2) including a look at the tariff impacts on prices (page 3). We also check in on real wages (page 4) and finish with a review of the latest oil supply data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 10, 2025
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, after a review of inflation pricing and forecasts of energy production and demand (page 1), we check in on investor sentiment (page 2). Next, we give an update on the “Ludicrous List”; stocks that have seen extremely large moves with extreme valuations (page 3). Next, we provide a look at CRE loan performance (page 4) and then close out with some charts on Employee Sentiment indices from Glassdoor (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 9, 2025
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 lead off with a look at the huge drop in the VIX over the past two months (page 1). We then check in on IPO issuance (page 2) and consumer credit (page 3). Staying on the topic of the consumer, we then review their inflation expectations and other findings from the latest New York survey (pages 4 – 6). We close out with a check in on Treasury allotment figures (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 5, 2025
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, after reviewing the market fallout from the drama between the President and Elon Musk (page 1), we check in on claims data and a host of other macro topics (page 2). We then review the latest update to trade data (page 3) before diving into the latest housing data from Realtor.com (pages 3 and 4) and the ICE (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 4, 2025
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 recap of today’s rate decision North of the border (page 1) followed by a dive into the latest service PMIs (page 2). We then provide some quantitative evaluations of the Beige Book (page 3) before closing out with an update on investor sentiment (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
