Oct 6, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a commentary on the deal between OpenAI and AMD (AMD) and what that could mean for the broader AI space (page 1). We then preview this week’s earnings (page 2) before switching over to some principal component analysis (page 3). We wrap up tonight’s note with a check-in on Bitcoin’s breakout (page 4).
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Oct 2, 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 at the premium in shares of Taiwan Semiconductor (TSM) trading in the US versus abroad (page 1) followed by a dive collapses of loan and crude prices (page 2 and 3). Next up, we dive into alternative data in the form of freight truck orders (page 3), housing inventories and prices (pages 4 and 5), and vehicle sales (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 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 dive into ADP’s employment figures and a note on alternative data given the government shutdown’s effects on data releases (page 1). Next, we update the latest PMI data (page 2). Turning over to stocks, we provide some updates on performance of various baskets (page 3) in addition to a look at the surge in memory prices and related stocks (page 4). We finish tonight’s report with a look at rates (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 30, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the performance of Chinese ADRs (pages 1 and 2) in addition to the outperformance of EM equities in Q3 (page 3). Next, we dive into the latest jobs data in the form of the JOLTS report (page 4) and Indeed job postings (pages 5 and 6). After that, we review consumer confidence figures (page 7) before closing out with the triennial snapshot of FX and interest rate derivatives (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!
Sep 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a check up on the health of leveraged loan activity (page 1) followed by an update on regional Fed manufacturing indices (page 2). We then review the performance of some of today’s top performing stocks, namely those associated with retail risk appetite (page 3) in addition to how far AI stocks are trading relative to price targets (page 4). We finish with an update on some Brazilian data releases (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!
Sep 25, 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 at how the most volatile stocks have performed (page 1) in addition to a look at the historic disconnect between price and breadth (page 2). Next, we turn over to macro data with a review of the latest GDP figures including some data on AI’s impact on GDP and the update to the National Income and Product Accounts (pages 3-5). Next, we review existing home sales and affordability (page 6) before rounding out with a recap of claims data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
