Oct 22, 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 market’s rotation (page 1) followed by a rundown of all the latest earnings including results from Tesla (TSLA), IBM (IBM), and more (pages 2 and 3). We cap off with a look into the latest Treasury auctions (page 4).
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Oct 21, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of all the latest earnings including results from Netflix (NFLX), Capital One (COF), and more (pages 1 and 2). We then dive into the historic decline in gold prices (pages 3 and 4) before turning over to a look into non-bank financial institutions (page 5) and CPI North of the border (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 20, 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 how often real returns are positive over the long run (page 1) in addition to Apple (AAPL) breaking out to a new record (page 2). After that, we dive into the latest earnings reports (page 3) including results from Zion Bancorp (ZION) and Steel Dynamics (STLD). We then finish with a dive into the Q3 release of the Bank of Canada’s business and consumer surveys (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 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look at the pain in regional banks (page 1) in addition to the happenings in data center credit markets (page 2). After that, we check in on homebuilders (page 3) before switching over to macro data that includes an update of our Five Fed Composite (page 4), New York area service sector data (page 5), and the close out with commentary on some macro trends playing out in earnings (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 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!
