Nov 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at weekly claims and what they say about the labor market (page 1), the mixed signals from factory sentiment indices (page 1), accelerating activity reported in hard manufacturing sector data (page 2), a concerning backdrop from the Fed’s Beige Book (page 2), and a review of how big swings in near-term rate pricing impact equity markets (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review a huge day for (mostly delayed) US data including the weekly ADP payrolls estimate (page 1), retail sales (page 1), PPI (page 2), Conference Board consumer confidence (page 3), and S&P Cotality Case-Shiller Home Prices (page 4). We also dive into what’s driving weak home prices in the Sunbelt (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we dive deep into the FDIC’s quarterly snapshot of the aggregate balance balance sheet for the US banking sector (pages 1-5). We then close out with a review of Fedspeak that suggests a deal has been struck between Governor Waller and Chair Powell (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of the latest earnings and rise in credit spreads and the VIX (page 1). We then review the huge intraday reversals in the S&P 500 (page 2). We then finish by providing a look into the latest employment statistics (pages 3 – 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a dive into the much anticipated earnings report from NIVIDIA (NVDA) (page 1) followed by an updated look at our Picks and Shovels basket (page 2). After that, we check in on how the S&P 500’s intraday pattern has shaped up (page 3) before closing out with a look at Costco (COST) which hit a rare 52-week low today (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 18, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into how jobs data is shaping up (page 1) followed by a look into collateralized loan obligations (page 2), auto ABS, and office CMBS (page 3). Next up, we dive into credit card delinquencies (page 4) and New York Fed consumer credit data (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!
