Dec 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an in depth look at the latest GDP figures including a dive into AI impacts on the number (pages 1-2) in addition to an update on some of the latest employment metrics according to ADP (page 3). We then turn over to an update to our Five Fed Manufacturing Composite (page 4) before closing out with a rundown of the latest durable goods figures (page 5).
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Dec 22, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, as the year winds down to a close, we provide a recap of commodity performance in 2025 including looks at broad commodity indices (page 1), the dispersion between various commodities (page 2), and finally, energy, precious metal, and cattle prices (page 3). We round out tonight’s note with an update on Treasury allotment data (page 4).
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Dec 18, 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 recap of the ECB decision and other central bank happenings (page 1). Next, we review the latest CPI release (pages 2 and 3). We then switch over to the performance of memory stocks and bitcoin miners turned data center stocks (page 4). We finish with looks at equity ownership (page 5) and the latest earnings reports (page 6).
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Dec 17, 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 ripple effects from news over Oracle’s (ORCL) capex (page 1 and 2) followed by a review of the S&P 500’s technical picture, including the quick reversal from a 52-week high (page 3). We then finish with a dive into the latest CFO survey with an emphasis on the AI and employment related special questions (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!
Dec 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a deep dive into the latest release of payrolls data (pages 1-4). We then pivot into the rest of today’s data releases including retail sales (page 4), ADP and New York Fed Service Indices (page 5), and Cass Freight Indices (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight’s report with a dive into how markets have responded to rate cuts (pages 1 and 2). We then review the latest Fedspeak and corporate news (page 3) before finishing with a checkup on energy prices (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
