Jul 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after recapping a busy night of earnings (pages 1 and 2), we dive into the latest update of trade data (page 3). Next, we look at the changes in home prices (page 4) before pivoting to a look at job openings in the form of the JOLTS release (page 5) and Indeed data (page 6). We cap off with a dive into consumer confidence figures (page 7).
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Jul 28, 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 into the engulfing candles out of Germany and Sweden (page 1). We also review the latest European and American earnings (page 2) before pivoting into Census data on homeownership and vacancy rates (page 3) in addition to population growth (page 4).
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Jul 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of the latest earnings including a luxury name and some AI basket members (pages 1 and 2), we review the performance of some AI adjacent stocks that have lagged behind (page 3). Next, we turn over to European rates (page 4) and finish with recaps of the latest economic data including flash PMIs (page 5) and new home sales (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with another check in on the performance of meme stocks in addition to recent IPOs (page 1). After reviewing the latest earnings including results from Alphabet (GOOGL), Tesla (TSLA), and more (pages 2 and 3), we review today’s existing home sales data (page 4). We finish with a look into credit card delinquencies (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 22, 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 look at the price-to-sales ratio hitting new cycle highs (page 1) followed by an update of a handful of baskets (page 2). We also check in on performance of heavily shorted names (pages 3 and 4) before finishing with an update of our Five Fed Manufacturing Composite (page 5) and tonight’s earnings reports (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 21, 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 moves in the US dollar (page 1) followed by a checkup on options volumes (page 2). After reviewing some big swings in futures positioning (page 3) we finish tonight’s report with a rundown into consumer credit survey data out of the New York Fed (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!
