Nov 3, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a rundown of the latest earnings (page 1) followed by a check up on the disconnects between price and breadth including how mega-caps have impacted the S&P 500 (page 2). Next, we review the latest slug of Fedspeak and give an update on repo markets (page 3). Turning over to macro data, we close out with updates on ISM (page 4), Remittances (page 5), and election day (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 30, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a note of Meta (META) making a monster bond offering (page 1) in addition to other AI related credit market insights (page 2). We then review the triggering of the Hindenburg Indicator (page 3) followed by a recap of the latest earnings (pages 3 and 4). We cap off with a dive into the latest housing inventory data (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!
Oct 29, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of today’s FOMC meeting including an evaluation of Powell’s comments in addition to CBO forecasts of the effects of the government shutdown (page 1). We then switch over to a rundown of the latest earnings including results of the first mega-caps like Alphabet (GOOGL), Meta (META), Microsoft (MSFT), and more (pages 2 and 3). We then finish with an update on the changing trends for intraday trading on Fed days and the massive underperformance of equal weight equities over the past couple of sessions (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 28, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover how since 1990, the S&P 500 has never had an up day with weaker breadth than today. We start out by covering this price and breadth divergence (page 1) followed by a look into volatility (page 2). After an earnings recap (pages 2 and 3), we dive into the latest consumer confidence figures (page 4) in addition to regional Fed manufacturing and service data (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!
Oct 27, 2025
Log-in here if you’re a member with access to the Closer.
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
Log-in here if you’re a member with access to the Closer.
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!
