Jun 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after beginning with a recap of the latest spending bill drama, Fedspeak, and GDP revisions (page 1), we review jobless claims data (page 2). After that, we check in on the conflicting signals in hard and soft data (page 3) before closing out with an update on the newest short interest figures (pages 4 and 5).
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Jun 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an explainer on the Fed’s announcement of cuts to the enhanced supplemental leverage ratio and how that plays in for bank stocks (page 1). We then check up on mega-cap Tech performance (page 2). After a review of the latest new home sales figures (page 3), we close out with a look into the latest CFO survey (pages 4 – 6).
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Jun 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of some risk appetite indicators (page 1) in addition to a dive into the Nasdaq 100’s golden cross and fresh record highs (page 2). Switching over to economic data, we then take a look at the current account, home prices, consumer confidence, and regional Fed data (pages 3 and 4). We finish with an update of our Five Fed Manufacturing Composite (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jun 23, 2025
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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!
Jun 18, 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 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!
Jun 17, 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 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!
