May 1, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after beginning with a review of the latest earnings including the next mega-cap results (page 1) we dive into the latest claims and construction spending data (page 2). We also check in on the ISM reading (page 3) and finish with a dive into AI stock performance (page 4).

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Apr 30, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the latest earnings including results from a couple of mega-caps (page 1) we dive headfirst into the GDP data (pages 2 – 4). We close out with a look into the brutal month for crude prices (page 5).

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Apr 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, following earnings recaps (pages 1 and 2) we review trade figures (page 2), inventories and GDP (page 3), and the latest consumer confidence figures (page 4). We then look at the latest jobs data in the form of the JOLTS report (page 5) and Indeed job postings (pages 6 and 7)

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Apr 28, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an earnings recap (page 1) followed by a dive into the quarterly borrowing plans for the Treasury (page 2). Next, we check up on the charts of the mega caps (page 3) followed by a look into the most heavily shorted stocks (page 4) and those that are trading furthest below price targets (page 5). We then update our Five Fed Manufacturing Composite (page 6) and finish with an update on the latest positioning data (pages 7 and 8).

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Apr 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some earnings findings of notable tech names (pages 1 and 2) followed by commentary regarding the latest headlines about the executive branch (page 3). We then dive into the latest housing data (page 4) and Business Trends and Outlook Survey findings (pages 5 – 7).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of the latest earnings reports (page 1), we review today’s price action through a decile analysis (page 2). We then review the latest flash PMIs (page 3) and take a quantified look at the Beige Book (pages 4 and 5). We then close out the report with a look into new home sales (page 6).

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