Apr 17, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with further commentary regarding the increasingly contentious relationship between President Trump and Fed Chair Powell (page 1). We then provide an update of our Five Fed Manufacturing Composite (pages 2 and 3). After a recap of the latest earnings reports (page 4), we close with a look into how the latest sell off has impacted the United States’ share of global market cap (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 16, 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 evaluation of Fed Chair Powell’s comments today (page 1) followed by a look into the high correlation between stocks (page 2). After that, we dive into the latest earnings (page 3) followed by the Bank of Canada rate decision and TICS data (page 4). We close out with reviews of today’s NY Fed services data (page 5) and the latest update to industrial production (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 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary regarding the comedown in volatility including a general overview of where markets are (page 1). We then dive into import prices and the latest earnings (page 2) followed by an update on the Empire Manufacturing data released today (page 3). We then finish with a look at the performance of AI stocks (page 4) and where that leaves their valuations (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 14, 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 earnings results of luxury goods brands (page 1) followed by a discussion surrounding the rates environment (pages 2 and 3). We also check in on volatility and auto stocks (page 3) before running through the latest NY Fed day (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!
Apr 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take another look over the enormous swings in the market that has included record options volumes (page 1), clearing out of leveraged ETFs (page 2), the explosion of equity turnover and outflows from illiquid credit and their ETFs (pages 3 and 4), and surge in real yields (page 5). We then finish with a review of today’s solid long bond reopening (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 9, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a wild session, we start by reviewing the latest tariff news (page 1) in addition to the reaction across assets (page 2 and 3). Focusing in on equities, we also show just how strong breadth was (page 4) and the incredible turnaround in momentum (page 5). After a review of the latest Fed developments (page 6), we finish by reviewing today’s very strong 10-year note reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
