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!
Aug 12, 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 of the CPI data (page 1) followed by some commentary regarding the inflation risk premium (page 2). Afterward, we turn over to commentary regarding the President’s choice of who will lead the BLS (page 3). We then dive into earnings results for restaurant brands (page 4) and next up is a review of breadth as the market hits new highs (page 5). We finish with a dive into the Health Care sector’s weakness with focus on GLP-1s and stocks affected by MAHA (pages 6 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 11, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start off by looking at the outperformance of value versus growth overseas and compare that to the two factors’ performance in the US. (page 1). We then discuss the announcement from Ford (F) regarding their manufacturing (page 2). We finish with updates on the latest housing delinquency (page 3) and inventory data (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!
Aug 7, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, it’s a full report that starts off with a look into the intraday reversals experienced today (page 1). We then recap a busy day of macro happenings including productivity and jobless claims (page 2), Fed appointments (page 3), and the 30-year bond auction (page 4). We then pivot over to earnings (pages 4 and 5) before switching back to economic data with recaps of the NY Fed’s consumer survey (pages 6 and 7). We cap off with a look into Treasury allotment data (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 6, 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 of recent Fed speakers and whether each one have given hints of dovishness or hawkishness (page 1). We then cap off with a look at the latest earnings (pages 2 and 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the latest earnings including results from AMD (AMD), Super Micro (SMCI), Rivian (RIVN), and more (page 1). Next, we check in on the the increased share of stocks trading with high momentum and lofty valuations (page 2). We then switch over to macro data including a look at effective tariff rates and data center spending (page 3), the ISM Services miss (page 4), consumer credit figures (pages 5 and 6), and finally the latest logistics data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
