Jun 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a review of inflation pricing and forecasts of energy production and demand (page 1), we check in on investor sentiment (page 2). Next, we give an update on the “Ludicrous List”; stocks that have seen extremely large moves with extreme valuations (page 3). Next, we provide a look at CRE loan performance (page 4) and then close out with some charts on Employee Sentiment indices from Glassdoor (page 5).
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Jun 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 look at the huge drop in the VIX over the past two months (page 1). We then check in on IPO issuance (page 2) and consumer credit (page 3). Staying on the topic of the consumer, we then review their inflation expectations and other findings from the latest New York survey (pages 4 – 6). We close out with a check in on Treasury allotment figures (page 7).
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Jun 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after reviewing the market fallout from the drama between the President and Elon Musk (page 1), we check in on claims data and a host of other macro topics (page 2). We then review the latest update to trade data (page 3) before diving into the latest housing data from Realtor.com (pages 3 and 4) and the ICE (page 5).
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Jun 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a recap of today’s rate decision North of the border (page 1) followed by a dive into the latest service PMIs (page 2). We then provide some quantitative evaluations of the Beige Book (page 3) before closing out with an update on investor sentiment (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 3, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some proxies on consumer and institutional appetite (page 1). After extending the discussion on credit spreads into long bond yield drivers (page 2), we then review the weakness in the dollar (page 3). We then dive into the latest job openings data in the form of the JOLTS report (page 3) and Indeed’s data (pages 4 and 5). We finish with a look into the Logistics Managers’ Index (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!
Jun 2, 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 into the ISM Manufacturing release missing estimates (page 1) followed by a review of transportation cost data (page 2). After recapping the latest construction spending figures (page 3), we then review performance of a handful of baskets including AI, autos, and private equity (page 4). We also check in on individual stock contributions (page 5) and our MAHA baskets (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!
