Aug 7, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, it’s a full report that starts off with a look into the intraday reversals experienced today (page 1). We then recap a busy day of macro happenings including productivity and jobless claims (page 2), Fed appointments (page 3), and the 30-year bond auction (page 4). We then pivot over to earnings (pages 4 and 5) before switching back to economic data with recaps of the NY Fed’s consumer survey (pages 6 and 7). We cap off with a look into Treasury allotment data (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 6, 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 recent Fed speakers and whether each one have given hints of dovishness or hawkishness (page 1). We then cap off with a look at the latest earnings (pages 2 and 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Aug 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into the latest earnings including results from AMD (AMD), Super Micro (SMCI), Rivian (RIVN), and more (page 1). Next, we check in on the the increased share of stocks trading with high momentum and lofty valuations (page 2). We then switch over to macro data including a look at effective tariff rates and data center spending (page 3), the ISM Services miss (page 4), consumer credit figures (pages 5 and 6), and finally the latest logistics data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
