Jul 2, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by looking at how UK Gilts are digesting the country’s fiscal concerns (page 1). We then check in on Tesla (TSLA) deliveries and collapse in shares of Centene (CNC) (page 2). We continue with a checkup on other Health Care stocks and the industry’s labor figures (page 3). We then finish with a review of brand level breakdowns of vehicle sales (page 4) and remittance data from Mexico (page 5).
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Jul 1, 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 review of the Senate passing of the spending bill and the latest news on tariffs (page 1). Next, we review the day’s PMI data (page 2) before getting into job openings readings from the JOLTS report (page 3) and Indeed.com (pages 4 and 5). We finish with the June update of the Logistics Managers’ Index (pages 6 and 7).
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Jun 30, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of first quarter performance (page 1) including a look at the historically bad start for the dollar (page 2) and underperformance of US equities relative to the rest of the world (page 3). Next, we check in on the performance of our AI baskets (page 4) including a look at some other under the radar AI plays (page 5). We finish with a review of the latest manufacturing data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after beginning with a recap of the latest spending bill drama, Fedspeak, and GDP revisions (page 1), we review jobless claims data (page 2). After that, we check in on the conflicting signals in hard and soft data (page 3) before closing out with an update on the newest short interest figures (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!
Jun 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an explainer on the Fed’s announcement of cuts to the enhanced supplemental leverage ratio and how that plays in for bank stocks (page 1). We then check up on mega-cap Tech performance (page 2). After a review of the latest new home sales figures (page 3), we close out with a look into the latest CFO survey (pages 4 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of some risk appetite indicators (page 1) in addition to a dive into the Nasdaq 100’s golden cross and fresh record highs (page 2). Switching over to economic data, we then take a look at the current account, home prices, consumer confidence, and regional Fed data (pages 3 and 4). We finish with an update of our Five Fed Manufacturing Composite (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
