Jul 17, 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 the surge of inflows of foreign capital (page 1) followed by a look at the rip-roaring rally in the Tech sector (page 2). We then look at retail sales, jobless claims, and regional Fed manufacturing data (page 3). Next, we show evidence of where the burden of tariffs are falling (page 4) before closing out with the weakness in homebuilder and remodeler sentiment (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 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary regarding risks that could drive up yields which includes inflation data (pages 1 – 3). We then turn to a look at JB Hunt (JBHT) earnings and how today’s performance shaped up in spite of very weak breadth (page 4). Next, we check in on loan growth (page 5) before finishing with a look at some impressive earnings streaks ahead of earnings season (pages 6 & 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jul 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary regarding risks that could drive up yields which includes inflation data (pages 1 – 3). We then turn to a look at JB Hunt (JBHT) earnings and how today’s performance shaped up in spite of very weak breadth (page 4). Next, we check in on loan growth (page 5) before finishing with a look at some impressive earnings streaks ahead of earnings season (pages 6 & 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
