Feb 9, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the sale of $20bn of debt from Alphabet (GOOGL) in addition to an update on Oracle (ORCL) credit spreads (page 1). Next up, we show the bounce in AI driven names (page 2). We then recap the latest findings of the New York Fed’s Survey of Consumer Expectations (pages 3 and 4) before capping off with a review of the latest positioning data (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!
Feb 5, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the crypto crash including some insights into how severe crypto ETF losses have gotten (pages 1 and 2). We also review the pain in the AI trade and massive outperformance of value versus growth (page 3). Afterward, we switch to economic data including the latest JOLTS release (pages 4 and 5) and jobless claims (page 6). Following a review of tonight’s earnings (page 7), we close out with an update on housing data (pages 8 and 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 4, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we began with a look at the strength of the equal weight S&P 500 (page 1) followed by a review of some baskets and PMI data (page 2). Following a recap of remittance data (page 3) we go through tonight’s earnings reports (page 4) and then close out with a look into the latest jobs data (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!
Feb 3, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the pain trade that is software (pages 1 – 3). We also check in on dividend stocks and the latest batch of earnings (pages 4 & 5). We then finish with a recap of the latest LMI reading (page 6) and the performance of supply chain stocks (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 2, 2026
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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 today’s volatility across assets in addition to the damage that has been done to some technical pictures given these moves (pages 1 and 2). Next, we review the odd bear market for software stocks (pages 2 and 3). We follow up with earnings recaps and a quick review of today’s economic data (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!
Jan 29, 2026
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary regarding today’s volatility across assets in addition to the damage that has been done to some technical pictures given these moves (pages 1 and 2). Next, we review the odd bear market for software stocks (pages 2 and 3). We follow up with earnings recaps and a quick review of today’s economic data (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!
