Oct 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by showing the S&P 500 closing in on six straight months of trading above its 50-DMA (page 1) followed by a dive into some concerns for the liquidity of the repo market (pages 2-4). We then cover a bunch of the latest earnings reports (page 4&5) before closing out with an update of our Five Fed Manufacturing Composite (page 6) .
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight with a look at the growth in EPS estimates in addition to what companies are saying about the economy in earnings calls (page 1). We then jump into the latest earnings including results from Super Micro (SMCI), Intel (INTC), Ford (F) and more (pages 2 and 3). We then show the historic streak of neutral breadth (page 4) before closing out with updates on home sales (page 5) and affordability (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 22, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at the market’s rotation (page 1) followed by a rundown of all the latest earnings including results from Tesla (TSLA), IBM (IBM), and more (pages 2 and 3). We cap off with a look into the latest Treasury auctions (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 21, 2025
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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 all the latest earnings including results from Netflix (NFLX), Capital One (COF), and more (pages 1 and 2). We then dive into the historic decline in gold prices (pages 3 and 4) before turning over to a look into non-bank financial institutions (page 5) and CPI North of the border (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at how often real returns are positive over the long run (page 1) in addition to Apple (AAPL) breaking out to a new record (page 2). After that, we dive into the latest earnings reports (page 3) including results from Zion Bancorp (ZION) and Steel Dynamics (STLD). We then finish with a dive into the Q3 release of the Bank of Canada’s business and consumer surveys (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 16, 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 at the pain in regional banks (page 1) in addition to the happenings in data center credit markets (page 2). After that, we check in on homebuilders (page 3) before switching over to macro data that includes an update of our Five Fed Composite (page 4), New York area service sector data (page 5), and the close out with commentary on some macro trends playing out in earnings (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
