The Closer – Fed at SCOTUS, AI Divergence, Construction – 1/21/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the Fed and the Supreme Court in addition to the latest concerning Greenland (page 1). Next up, we show the massive divergence between AI Infrastructure and Implementation stocks (page 2).  We then review the latest earnings (page 3) before closing out with a recap of today’s construction spending and pending home sales data (page 4).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Technical Troubles, Decline Deciles – 1/20/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a discussion of US financial asset purchase by the rest of the world in addition to a checkup on major index technicals (page 1). We then provide a decile breakdown of today’s declines (page 2) before finishing with a rundown of the latest Philly Fed numbers (page 3).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Here Comes Midterms, Sentiment New High – 1/15/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on the midterms (page 1) and the Health Care industry (page 2). Next up, we give an update of our Five Fed Manufacturing Composite (page 3) and check in on jobless claims (page 4).  We then review the 52-week high in sentiment (page 5) before rounding out the report with a look at the resurgence of memory prices and related stocks (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Tin, Beige Book, Big Data Day – 1/14/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a review of the rapid rise of tin prices (pages 1 and 2). We then give a quantitative look at the Beige Book (page 3), and follow up with recaps of all other data of the day including the current account and retail sales (page 4), existing home sales (page 5), and PPI (page 6). We finish out with Brookings Institute estimates for immigration (page 7).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – CPI Comes In, Staples Surge – 1/13/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a rundown of the latest CPI release (pages 1 and 2) followed by a checkup on new home sales (page 3).  Next up, we take a peak at the performance of the US dollar and Oracle (ORCL) (page 4) before finishing with a look at the surge in Consumer Staples stocks (page 5).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Steepener, GSEs, Silver Superlatives – 1/12/26

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some further commentary surrounding Powell vs. the administration and a trade idea from this situation’s impacts on the yield curve (page 1).  We then jump into the recent moves in housing related areas of the market (page 2) before finishing out with a dive into some superlatives that the moves in silver have earned (page 3).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!