Mar 5, 2026
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- Front month crude oil is setting up for a golden cross; a technical pattern that has historically played out to be less bullish than its reputation implies.
- The closure of Hormuz has resulted in extreme upside skew in options markets for crude oil.
- Labor productivity received material upward revisions for the past six quarters.
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Mar 4, 2026
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- Korean stocks have fallen close to 20% in the past three days; one of the largest declines on record.
- The Beige Book has seen a drop off in the number of mentions of tariffs, uncertainty, and layoffs.
- The situation in Iran has sent diesel prices exploding higher when trucking per mile prices are already rising rapidly.
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Mar 3, 2026
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- US equity leverage is currently modest at 0.8x, but bond markets are showing elevated leverage levels.
- Volatility is rising across assets with crude oil being the most pronounced example as the oil VIX is now at the highest level since the onset of the Russia-Ukraine war.
- The Logistics Managers Index showed significant expansion in transportation prices.
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Mar 2, 2026
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- Today’s morning selloff in stocks appeared to be severe at first, but equities managed to pivot into the green by the close.
- Energy stocks and prices caught a bid on the latest Iran news while US LNG exports continue to swell.
- ISM Manufacturing data indicated continued robust activity in the month of February.
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Feb 26, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of the AI stocks today including those tied with OpenAI (page 1). Next up, we give a rundown of the latest earnings reports (page 2) followed by a look into the performance of Latin American stocks (page 3). We then finish with a review of recent job postings data from Indeed (pages 4 and 5).
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Feb 25, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a rundown for a number of thematic moves recently including the relationships between growth, value, and momentum (page 1). We also show the performance of baskets like AI Picks and Shovels, Durable Goods, Autos, and more (pages 2-4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
