Apr 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, following earnings recaps (pages 1 and 2) we review trade figures (page 2), inventories and GDP (page 3), and the latest consumer confidence figures (page 4). We then look at the latest jobs data in the form of the JOLTS report (page 5) and Indeed job postings (pages 6 and 7)
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Apr 28, 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 earnings recap (page 1) followed by a dive into the quarterly borrowing plans for the Treasury (page 2). Next, we check up on the charts of the mega caps (page 3) followed by a look into the most heavily shorted stocks (page 4) and those that are trading furthest below price targets (page 5). We then update our Five Fed Manufacturing Composite (page 6) and finish with an update on the latest positioning data (pages 7 and 8).
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Apr 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some earnings findings of notable tech names (pages 1 and 2) followed by commentary regarding the latest headlines about the executive branch (page 3). We then dive into the latest housing data (page 4) and Business Trends and Outlook Survey findings (pages 5 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of the latest earnings reports (page 1), we review today’s price action through a decile analysis (page 2). We then review the latest flash PMIs (page 3) and take a quantified look at the Beige Book (pages 4 and 5). We then close out the report with a look into new home sales (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 22, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an earnings rundown including results from Tesla (TSLA) (page 1). We then update our 5 Fed Manufacturing Composite (page 2) in addition to a closer look at the Philly Fed’s Services component (page 3) and the service readings for Richmond too (page 4). Next, we discuss the theme of the dollar’s reserve currency status (page 5) before closing out with an update on Bitcoin (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!
Apr 21, 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 overview of the brutal performance of 60/40 portfolios (page 1) followed by some commentary regarding the pros and cons of gold (page 2). We then take a look at how it’s been the worst start to a Presidential administration on record with regards to stock performance (page 3) and also show the performance so far of a number of other assets (pages 4-6). We close out with an update on positioning data (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!
