Sep 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we provide a look at the annual update of CPS ASEC data for 2024 (pages 1 – 3). We then switch over to today’s PPI release (pages 4 and 5) before closing out with a check up on the diverging performance in our AI Baskets (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 9, 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 IPO performance and the outstanding guidance from Oracle (ORCL) (page 1). Next, we review today’s revisions to payrolls (page 2) followed by a dive into the latest housing data that includes ICE’s Mortgage Monitor Report (page 3) and inventories data from Realtor.com (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!
Sep 8, 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 at this week’s upcoming data including the revisions to the payrolls number, Current Population Survey’s Annual Social and Economic Supplements, and CBO outlook (page 1). We also review some additional labor market data (page 2) before diving into the findings from the latest NY Fed Survey of Consumer Expectations (pages 3 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after starting out with a review of the latest claims and trade data (pages 1 and 2), we review more labor market readings in the form of Indeed job postings (pages 3 and 4) ahead of tomorrow’s nonfarm payrolls report. We then review the latest service PMIs and offer one final note on the confirmation hearing of Stephan Miran (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
