Jan 26, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the S&P 500’s technical outlook in addition to some commentary regarding Medicare and private credit (page 1). We then pivot into the latest earnings (page 2) followed by an update of our Five Fed Manufacturing Composite (page 3). We also review durable goods data (page 4) before closing out with a rundown of the latest moves in positioning data (pages 5 and 6).
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Jan 22, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of the latest inflation data (page 1) in addition to an update on personal income, spending, and saving (page 2). Next up, we check in on jobless claims and the latest major earnings reports (page 3). We then finish with a review of winter storm impacts on natural gas inventories and prices (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 21, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the Fed and the Supreme Court in addition to the latest concerning Greenland (page 1). Next up, we show the massive divergence between AI Infrastructure and Implementation stocks (page 2). We then review the latest earnings (page 3) before closing out with a recap of today’s construction spending and pending home sales data (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 20, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a discussion of US financial asset purchase by the rest of the world in addition to a checkup on major index technicals (page 1). We then provide a decile breakdown of today’s declines (page 2) before finishing with a rundown of the latest Philly Fed numbers (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 15, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on the midterms (page 1) and the Health Care industry (page 2). Next up, we give an update of our Five Fed Manufacturing Composite (page 3) and check in on jobless claims (page 4). We then review the 52-week high in sentiment (page 5) before rounding out the report with a look at the resurgence of memory prices and related stocks (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 14, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a review of the rapid rise of tin prices (pages 1 and 2). We then give a quantitative look at the Beige Book (page 3), and follow up with recaps of all other data of the day including the current account and retail sales (page 4), existing home sales (page 5), and PPI (page 6). We finish out with Brookings Institute estimates for immigration (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
