Jun 3, 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 proxies on consumer and institutional appetite (page 1). After extending the discussion on credit spreads into long bond yield drivers (page 2), we then review the weakness in the dollar (page 3). We then dive into the latest job openings data in the form of the JOLTS report (page 3) and Indeed’s data (pages 4 and 5). We finish with a look into the Logistics Managers’ Index (pages 6 and 7).
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Jun 2, 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 into the ISM Manufacturing release missing estimates (page 1) followed by a review of transportation cost data (page 2). After recapping the latest construction spending figures (page 3), we then review performance of a handful of baskets including AI, autos, and private equity (page 4). We also check in on individual stock contributions (page 5) and our MAHA baskets (pages 6 and 7).
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May 29, 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 latest updates to tariff policies in addition to a dive into the latest jobless claims data (page 1) including a breakdown by demographics (pages 2 and 3). We then review today’s update of GDP and the latest earnings from Costco (COST) (pages 4).
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May 28, 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 rundown of the long awaited NVIDIA (NVDA) earnings (page 1). We also recap the Fed Minutes (page 2) in addition to some commentary regarding GSEs like Fannie Mae and Freddie Mac (pages 3 and 4). After updating our Five Fed Manufacturing Composite (page 5), we round out tonight’s report with a look into the change in short interest levels (page 6).
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May 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start tonight with a look at the big rebound in equity prices and how that affects S&P 500 technicals (page 1). We then preview the latest Consumer Confidence data (page 2) and the Dallas Fed’s regional manufacturing data (page 3). We also dive into the survey’s special questions regarding AI (pages 4 and 5) before capping off with a rundown into durable goods and home prices (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 22, 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 still elevated readings in policy uncertainty (page 1) followed by a look into the latest PMI readings (page 2). After a dive into existing home sales (page 3) and affordability (page 4), we review IPO issuance and performance (page 5). We finish with a rundown of week to date and today’s performance in relation to bond correlation (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
