Sep 24, 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 trucking activity (page 1) and various baskets including those of trucking stocks, restaurant stocks, and private equity names (page 2). We then recap the latest new home sales data (page 3) before pivoting over to a note on energy (pages 4 – 6). We then close out with a recap of today’s CFO survey (pages 7 & 8).
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Sep 23, 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 energy bottlenecks for the AI trade (page 1 and 2) before pivoting over to the latest flash PMIs (page 3). We then dive into the latest earnings and Fedspeak (page 4) before closing out with a look into S&P 500 new addition performance (page 5) and an update of our Ludicrous List (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 22, 2025
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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 market’s current level of frothiness (page 1). We follow up with a review of the performance of stocks relative to crypto (page 2) before switching into some commentary surrounding a busy day of fedspeak (pages 3 and 4). We then finish with a dive into the latest positioning 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!
Sep 18, 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 Russell 2,000’s breakout to fresh all time highs, comparing its streak without a high to similar streaks of the past (page 1). Next, we review today’s news surrounding the Supreme Court, Fed Governor Cook, and tariffs (page 2). We then delve into equity market valuations (pages 2 and 3) before shifting into macro data that includes claims (page 4), TICS (page 5), regional Fed Manufacturing gauges (page 6), and freight volumes and prices (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 17, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the Fed decision beginning with a review of the update of the Summary of Economic Projections (page 1) followed by a dive into the market’s reaction to the rate cut (pages 2 and 3). We wrap up the report with a review of the latest residential construction figures (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 16, 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 retail sales have outpaced inflation (page 1) before checking in on various other releases of the day including GDP tracking, homebuilder sentiment, heavy truck sales (page 2), and NY Fed service data (pages 2 and 3). We then dive into tariff effects on trade prices and the dollar (page 4). We also include a look at the dollar versus a handful of currencies (page 5) before finishing with a check up on international market performance (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!
