Jul 8, 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 performance of stocks based on whether or not they turn a profit (page 1) followed by a look into the huge spread in performance between US and London traded copper futures (page 2). After that, we review the latest consumer credit figures (page 3), New York Fed consumer expectation data (pages 4 and 5), and Realtor.com housing figures (pages 6 and 7).
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Jul 7, 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 checkup on where the effective tariff rate is sitting based on today’s announcement (page 1). We also provide a chart checkup of the S&P 500 at market cap and equal weight, the dollar, and the long bond (pages 2 and 3). We then finish with a look into the latest positioning data (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 3, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, in a recap of a busy day of economic data, we lead off with a rundown of the June payrolls report (page 1) including an update on wages (page 2). We also check in on ISM Service data and the market’s reaction to today’s releases (page 3). We close out with a look into demographic readings for jobless claims (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!
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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
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!
