Sep 15, 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 into the rare disconnect of extreme overbought stock prices on weak breadth (page 1). We follow up with a rundown on the rough go for farming (page 2) including farm employment and ag prices (page 3). We then provide a technical checkup on gold (pages 4 and 5) before pivoting over to the latest positioning data (pages 6 and 7).
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Sep 11, 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 diverging readings in sentiment gauges (page 1). We then look over some fundamentals of insurance stocks (page 2) before switching to a slew of corporate commentary we have gotten in recent days (pages 3-5). Turning over to macro data, we then review the latest CPI release (pages 6 and 7), the latest Z1 report out of the Fed (page 8), and wrap up with a glance at the strong demand for US Treasuries on the primary market (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a look at the annual update of CPS ASEC data for 2024 (pages 1 – 3). We then switch over to today’s PPI release (pages 4 and 5) before closing out with a check up on the diverging performance in our AI Baskets (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!
Sep 9, 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 into IPO performance and the outstanding guidance from Oracle (ORCL) (page 1). Next, we review today’s revisions to payrolls (page 2) followed by a dive into the latest housing data that includes ICE’s Mortgage Monitor Report (page 3) and inventories data from Realtor.com (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 8, 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 this week’s upcoming data including the revisions to the payrolls number, Current Population Survey’s Annual Social and Economic Supplements, and CBO outlook (page 1). We also review some additional labor market data (page 2) before diving into the findings from the latest NY Fed Survey of Consumer Expectations (pages 3 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after starting out with a review of the latest claims and trade data (pages 1 and 2), we review more labor market readings in the form of Indeed job postings (pages 3 and 4) ahead of tomorrow’s nonfarm payrolls report. We then review the latest service PMIs and offer one final note on the confirmation hearing of Stephan Miran (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
