May 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by evaluating the market’s whiplash so far year to date (page 1) followed by a look at the Nasdaq establishing a new bull market (page 2). Moving on to economic data, we review the latest CPI release (page 3) followed by a deep dive into the latest credit releases including the SLOOS (pages 4 and 5) and the New York Fed’s report on Household Debt & Credit (pages 6-8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 12, 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 record share of federal government receipts coming in from customs duties in addition to a technical update of the S&P 500 (page 1). We also make note of the S&P 500’s remarkably tight intraday range despite the 3% gain today (page 2). We then provide a decile breakdown of today’s price action (page 3) before capping off with an update on positioning (pages 4 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 8, 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 rundown of today’s trade news in addition to the technical setups of a few pertinent aerospace stocks (page 1). We then review the latest earnings reports and Bitcoin’s break back above $100K (page 2). Next, we recap the latest productivity figures and housing affordability numbers (page 3) before closing with a dive into the New York Fed’s Survey of Consumer Expectations (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!
May 7, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a recap of the FOMC statement in addition to the market’s swings in reaction to it and the latest tariff headlines (page 1). We also review the latest earnings reports and some auto and housing data (pages 2 and 3). After some stats on exiting corrections (page 4) we finish with an update on the latest data regarding petroleum stockpiles (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 6, 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 latest major earnings reports (page 1) followed by a look into the extremely extended readings observed in most sectors’ 10-day advance/decline lines (page 2). We then pivot into the extremely extended bearish readings in investor sentiment observed across multiple surveys (page 3). After a review of today’s trade data (page 4), we cap off tonight’s note with a dive into the latest data out of the logistics industry (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!
May 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after reviewing the latest earnings (page 1), we dive into an evaluation of the S&P 500’s nine day winning streak coming to an end (page 2). We then do a check in on crude oil (page 3) followed by a review of today’s PMI data (page 4). We then look at the latest housing releases in the forms of the ICE Mortgage Monitor (page 5) and Realtor.com 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!
