Aug 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 rundown on the latest earnings reports and macro themes coming out of those earnings and Jackson Hole (page 1). Next, we check in on manufacturing PMIs (pages 2 and 3) before pivoting over to claims data (pages 3 – 5). We round out tonight’s report with an update on existing home sales (page 6).
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Aug 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an update on the latest drama surrounding the administration and FOMC (page 1). Next, we review the Fed Minutes and deciles of intraday performance today (page 2). After that, we highlight the back-to-back days of declines on positive breadth (page 3) before closing out with a rundown on breadth in MACD lines (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 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, note leads off with a look into the moves in Treasury yields surrounding past Jackson Hole symposiums (page 1). We then review the rotation out of this year’s biggest winners, names with the highest P/E and P/S ratios, and lowest dividend yields (page 2). In a similar vein, we also show factor performance for today’s session including a look at the weakness in AI names like Microsoft (MSFT) and NVIDIA (NVDA) (pages 3 and 4). Following a recap of today’s starts and permits data (page 5), we then review a labor survey out of the New York Fed (page 6) in addition to a glance at labor sensitive stocks (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 18, 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 credit spreads (pages 1 and 2) and how rates volatility has shaped up (page 3). We finish with an update on positioning (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 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, wekick off with a look into the latest PPI report (pages 1 and 2) followed by an update on our Best of Breed basket (pages 3 and 4). We finish with a look into the disconnect between the Dow Transports and the semis (page 5) and then close out with a look at the latest freight data from Cass (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a busy day of Fedspeak, we parse recent commentary to see what the likely outcome will be at the September meeting (page 1). We then dive into the bifurcation between well-off and insecure consumers (pages 2 and 3). Next, we check in on the wild moves observed under the hood today including the huge difference between value and momentum (pages 4 and 5). We finish with an update on the rally in crypto 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!
