Jul 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with commentary surrounding the prospects of administration officials ousting Fed Chair Powell (page 1) followed by a dive into price action in breakevens (page 2). next, we recap the latest freight activity data from Cass (page 3) before closing with a look at aggregated positioning figures (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 10, 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 into the Fed’s balance sheet (page 1). Next, we check up on jobless claims and the moves in volatility (page 2). We then review performance of stocks based on the estimated tariff rate they face (page 3) and close out with a look into Industrials huge outperformance in 2025 (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 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 recap of the June FOMC meeting minutes and what some proxies of retail risk sentiment are showing (page 1). We then dive into commodity markets including a look at the steady rise of cattle prices and drops in cocoa and coffee (page 2). Next, we look at deflation in GPU costs (page 3) and “picks and shovels” plays for that space (page 4). We then finish with a note comparing the housing bubble to AI stock valuations in addition to some commentary on the rising economic importance of Prime Day (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 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 the performance of stocks based on whether or not they turn a profit (page 1) followed by a look into the huge spread in performance between US and London traded copper futures (page 2). After that, we review the latest consumer credit figures (page 3), New York Fed consumer expectation data (pages 4 and 5), and Realtor.com housing figures (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 7, 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 checkup on where the effective tariff rate is sitting based on today’s announcement (page 1). We also provide a chart checkup of the S&P 500 at market cap and equal weight, the dollar, and the long bond (pages 2 and 3). We then finish with a look into the latest positioning data (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 3, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in a recap of a busy day of economic data, we lead off with a rundown of the June payrolls report (page 1) including an update on wages (page 2). We also check in on ISM Service data and the market’s reaction to today’s releases (page 3). We close out with a look into demographic readings for jobless claims (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!
