Dec 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with some commentary regarding the setup of the FOMC and its independence (page 1). We then take a look at jobless claims and some potential reasons for the sharp move this week (page 2). We close out with a dive into AAII sentiment reaching the most bullish reading in nearly a year (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 3, 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 a handful of baskets (page 1) in addition to the outperformance of value versus growth (page 2). Next, we offer a look into the latest string of cold weather and what that means for natural gas (page 3). After that, it’s a dive into the latest ISM (page 4) and S&P Global PMI data (page 5) before closing out with reviews of industrial production (page 6) and some earnings (page 7).
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Dec 2, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into some valuation metrics for the crypto treasury company Strategy (MSTR) (page 1) followed by a look into the historic strength of Boeing (BA) relative to Airbus (EADSY) (page 2). Next, we pivot into auto sales (page 3) before closing out with a dive into a handful of baskets (page 4) in addition to the Logistics Managers Index and related stocks (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!
Dec 1, 2025
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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 into the first three years of ChatGPT (pages 1 and 2) followed by an update of our KISS basket (page 3). Next, dive into economic data in the form of PMIs and Mexico remittances (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!
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!
