Sep 22, 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 market’s current level of frothiness (page 1). We follow up with a review of the performance of stocks relative to crypto (page 2) before switching into some commentary surrounding a busy day of fedspeak (pages 3 and 4). We then finish with a dive into the latest positioning data (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 18, 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 Russell 2,000’s breakout to fresh all time highs, comparing its streak without a high to similar streaks of the past (page 1). Next, we review today’s news surrounding the Supreme Court, Fed Governor Cook, and tariffs (page 2). We then delve into equity market valuations (pages 2 and 3) before shifting into macro data that includes claims (page 4), TICS (page 5), regional Fed Manufacturing gauges (page 6), and freight volumes and prices (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 17, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the Fed decision beginning with a review of the update of the Summary of Economic Projections (page 1) followed by a dive into the market’s reaction to the rate cut (pages 2 and 3). We wrap up the report with a review of the latest residential construction figures (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 16, 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 look at how retail sales have outpaced inflation (page 1) before checking in on various other releases of the day including GDP tracking, homebuilder sentiment, heavy truck sales (page 2), and NY Fed service data (pages 2 and 3). We then dive into tariff effects on trade prices and the dollar (page 4). We also include a look at the dollar versus a handful of currencies (page 5) before finishing with a check up on international market performance (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 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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
