The Closer – Clear Verdict, Housing Affordability, Oil Ranges – 6/23/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on what the market’s verdict is for the Iran situation (page 1). We then review the latest housing data (page 2) including a look at affordability (page 3). We then finish with a rundown into crude oil’s volatile session (page 4).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – SEP, TICs, Housing – 6/18/25

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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 FOMC and the more important Summary of Economic Projections (page 1).  We also check in on the release of the TICS data (page 2). Next, we review the latest residential construction figures (page 3) including a look at affordability (page 4). We finish with an update on the latest crude inventory readings (page 5).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Weak Market, Solar Flail, AI Capex – 6/17/25

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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 the weakening technicals for the market in addition to some comments on other big movers for other assets (page 1). We check in on the big sell-off in solar stocks in addition to a look at how other alternative energy names have done (page 2).  Afterward, we highlight AI capex figures (page 3), retail sales (page 4), industrial production (page 5), and New York Fed Services activity (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Iran & Reconciliation, Crude, Empire – 6/16/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with commentary regarding the situation in Iran in addition to progress in the Senate’s version of the budget bill (page 1).  Next, we review the very volatile back-to-back sessions for crude prices (page 2) before finishing with a recap of the Empire Fed release (page 3).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – MPC, Immigration, Freight – 6/12/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, first up is commentary regarding the latest CBO analysis of the tax and spending bill (page 1) followed by a discussion on claims data and impacts of deportations on labor supply (page 2).  We move on to  discuss the latest freight data released by Cass Information Systems (page 3) and the latest performance of the Dow Transports (page 4).  Over the remaining pages, we given an update on the Federal Reserves’ quarterly update of sectoral balance sheets (pages 5 and 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Testimony & Treasuries, CPI, Oil – 6/11/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a review of what can be perceived as positive catalysts (page 1) followed by an update of the latest CPI release (page 2) including a look at the tariff impacts on prices (page 3).  We also check in on real wages (page 4) and finish with a review of the latest oil supply data (page 5).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!