Sep 3, 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 over the troubles in the Energy sector (page 1) before switching over to our quantified look at the Beige Book (pages 2 and 3). Next, We close out with a rundown of the latest JOLTS data (pages 4 and 5).
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Sep 2, 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 at the weak start to September in a historical context (page 1). We then dive into the latest construction spending data (page 2) followed by a review of the performance of relevant names in our Picks and Shovels basket (page 3).Next up, we check in on the performance of some other baskets (Page 4) before finishing with a look at today’s PMI readings (page 5).
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Aug 28, 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 dive into today’s economic data including jobless claims and regional Fed manufacturing data (page 1). We continue on to the latest update of GDP (page 2). Next, we update our KISS basket (page 3) before closing out with an recap of this month’s Treasury auctions (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a bit more commentary on the situation surrounding Fed Governor Cook, we review the latest earnings including results from NVIDIA (NVDA) (page 1). We then review crude oil markets (pages 2 – 4) before closing out with a rundown on overall earnings results for AI stocks (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with further commentary on the situation surrounding the possible firing of Fed Governor Cook and some implications of a less independent Fed (pages 1 and 2). We then pivot over to the consumer confidence readings followed by the latest Fed manufacturing (page 3) and services data (page 4 and 5). We finish with a look at credit card delinquencies and the performance of related stocks (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!
Aug 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on funding markets (page 1) followed by a look into the latest manufacturing data out of the Dallas Fed (page 2). We then shift over to the update on new home sales (page 3). Afterward, we review the differing performance in AI names (page 4) and close out with a rundown of the latest positioning data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
