Aug 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, note leads off with a look into the moves in Treasury yields surrounding past Jackson Hole symposiums (page 1). We then review the rotation out of this year’s biggest winners, names with the highest P/E and P/S ratios, and lowest dividend yields (page 2). In a similar vein, we also show factor performance for today’s session including a look at the weakness in AI names like Microsoft (MSFT) and NVIDIA (NVDA) (pages 3 and 4). Following a recap of today’s starts and permits data (page 5), we then review a labor survey out of the New York Fed (page 6) in addition to a glance at labor sensitive stocks (page 7).
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Aug 18, 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 into credit spreads (pages 1 and 2) and how rates volatility has shaped up (page 3). We finish with an update on positioning (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, wekick off with a look into the latest PPI report (pages 1 and 2) followed by an update on our Best of Breed basket (pages 3 and 4). We finish with a look into the disconnect between the Dow Transports and the semis (page 5) and then close out with a look at the latest freight data from Cass (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 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!
