Oct 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a note on the two significant credit blow ups in September and a quantitative look at the Beige Book (page 1). Next, we review the latest credit card delinquency rates (page 2) and wrap up with a recap of the latest transport earnings (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 14, 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 into the growing supply glut of crude oil (page 1) in addition to how that functions into the term structure (page 2). We also review how oil companies look in addition to recapping today’s earnings and Fedspeak (page 3). We finish with a recap of the latest freight data and the lagging performance of associated stocks (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 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an overview of the interdependence of the mega-caps (page 1) followed by a check up on today’s rotation (page 2). Given a lack of official economic data, we next dive into a handful of alternative health checks on consumer spending (page 3). After that, we review food commodity prices including the new highs in beef prices (pages 4 and 5). We finish with an overview of the squeeze that has driven silver to new record highs (pages 6 and 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Oct 9, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of ETF markets including the emerging dominance of Bitcoin funds (pages 1 and 2). Next we discuss breakeven employment (page 3) before closing with a checkup on metal mining stocks’ outperformance versus gold (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 8, 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 global push toward rate cuts in addition to the Fed minutes (page 1). We then show real gold prices and a handful of other insights on the yellow metal (pages 2 -4). We then finish with a check up on the surging performance in micro-cap stocks (page 5) and an update on crude inventories (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 7, 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 Dell’s (DELL) AI exposure (page 1) followed by a review of the performance of quantum computing, nuclear, consumer, and travel stocks (page 2). We then switch over to investor sentiment (page 3) and next look abroad with a rundown on European auto sales (page 4). Following a recap of the latest consumer credit figures (page 5), we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) and close out with a dive into the latest LMI report (pages 8 and 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
