Aug 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start by looking at the very strong pace at which companies are raising guidance (page 1) followed by a look into other details of recent earnings reports (page 2). Next, we dive into the latest sentiment findings from Schwab (pages 3 and 4). We cap off with a rundown of the latest Senior Loan Officer Outlook Survey (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!
Jul 31, 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 a handful of the biggest winners of the AI trade in addition to the intraday reversal in the S&P and Nasdaq (page 1). Pivoting back to AI, we then look at the consistent string of overbought readings in our AI Basket (page 2). We follow up with a rundown of the latest earnings (pages 3 and 4) and then switch over to economic data including a look at jobless claims (page 5), personal income and spending (page 6), and the Employment Cost Index (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 30, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, it’s a jam-packed report that kicks off with a look at the huge swing in copper prices in addition to the latest central bank decisions here in the US and North of the Border (page 1). We also check in on the market’s reaction to today’s FOMC meeting (page 2). Next, we show the dollar’s turnaround (page 3) before pivoting over to earnings recaps that include those of Microsoft (MSFT) and Meta (META) (pages 4 and 5). We finish with a rundown on GDP (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!
Jul 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after recapping a busy night of earnings (pages 1 and 2), we dive into the latest update of trade data (page 3). Next, we look at the changes in home prices (page 4) before pivoting to a look at job openings in the form of the JOLTS release (page 5) and Indeed data (page 6). We cap off with a dive into consumer confidence figures (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 28, 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 engulfing candles out of Germany and Sweden (page 1). We also review the latest European and American earnings (page 2) before pivoting into Census data on homeownership and vacancy rates (page 3) in addition to population growth (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the latest earnings including a luxury name and some AI basket members (pages 1 and 2), we review the performance of some AI adjacent stocks that have lagged behind (page 3). Next, we turn over to European rates (page 4) and finish with recaps of the latest economic data including flash PMIs (page 5) and new home sales (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
