May 22, 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 at the still elevated readings in policy uncertainty (page 1) followed by a look into the latest PMI readings (page 2). After a dive into existing home sales (page 3) and affordability (page 4), we review IPO issuance and performance (page 5). We finish with a rundown of week to date and today’s performance in relation to bond correlation (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 21, 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 historic reaction stocks had to today’s 20-year bond auction (page 1). We also show some other drivers of equity market performance (page 2) followed by a look into the big moves in retail stocks (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 20, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with further analysis into the US debt downgrade (page 1) followed by a look at S&P 500 additions (page 2). Next we dive into the rally in Canadian stocks (page 3) and the latest CPI data for that country (page 4). We close out with a review of the latest regional Fed 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!
May 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with the weak reading in leading indicators in addition to an update on global policy rates (page 1). We then show the recovery in AI stock prices (page 2) before pivoting over to a look at the few stocks now holding better credit ratings than the US government (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with rundowns of the latest PPI, retail sales, and homebuilder sentiment data (page 1). We then update our 5 Fed Composite (pages 2 and 3) before pivoting into jobless claims data (page 4). We then review credit card delinquency rates (page 5) before closing out with an updated look at recent performance of AI stocks (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a dive into options markets’ extremely bearish bets on the dollar (pages 1 and 2). We then check in on the stagnation in earnings estimates and what that means for valuations (page 3). After a look into how the mega caps have impacted recent price action (page 4), we close out with the latest update on our Best of Breed basket (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!
