Aug 28, 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 dive into today’s economic data including jobless claims and regional Fed manufacturing data (page 1). We continue on to the latest update of GDP (page 2). Next, we update our KISS basket (page 3) before closing out with an recap of this month’s Treasury auctions (page 4).

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Aug 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a bit more commentary on the situation surrounding Fed Governor Cook, we review the latest earnings including results from NVIDIA (NVDA) (page 1). We then review crude oil markets (pages 2 – 4) before closing out with a rundown on overall earnings results for AI stocks (page 5).

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Aug 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with further commentary on the situation surrounding the possible firing of Fed Governor Cook and some implications of a less independent Fed (pages 1 and 2). We then pivot over to the consumer confidence readings followed by the latest Fed manufacturing (page 3) and services data (page 4 and 5). We finish with a look at credit card delinquencies and the performance of related stocks (pages 6 and 7).

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Aug 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on funding markets (page 1) followed by a look into the latest manufacturing data out of the Dallas Fed (page 2). We then shift over to the update on new home sales (page 3). Afterward, we review the differing performance in AI names (page 4) and close out with a rundown of the latest positioning data (page 5).

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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!