Mar 31, 2026
Log-in here if you’re a member with access to the Closer.
- The S&P 500’s 2.91% rally today was the second strongest close to a quarter since 1953.
- Hires fell out in the latest JOLTS data as it made a new low dating back 10+ years if we exclude the COVID Crash.
- Conference Board data indicated inflation expectations are ramping back up again, showing over 5%.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 30, 2026
Log-in here if you’re a member with access to the Closer.
- Various parts of the Tech sector including prior winners within the AI space and unprofitable companies have gotten hit particularly hard in recent days.
- Credit spreads made a new high with both investment grade and high yield CDS indices closing at the highest levels since the Liberation Day tariff announcement period last year.
- Multiple contraction has been experienced throughout the market, from high flying Tech stocks to defensive stocks in the Health Care and Utilities space.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 26, 2026
Log-in here if you’re a member with access to the Closer.
- Thursdays have been the weakest day of the week for the S&P 500 over the past decade, and 2026 has no exception with nine consecutive weeks of Thursday declines.
- Over the past 50 trading days, the Energy sector has seen some of the highest consistency of daily gains on record.
- A hypothetical strategy of only owning the S&P 500 when it has been above its 50-DMA has underperformed a simple buy and hold strategy for decades.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 25, 2026
Log-in here if you’re a member with access to the Closer.
- Over the past six months the decline in the P/E ratio of Tech versus the S&P 500 has fallen by the largest amount since 2002.
- Performance this week has appeared to be largely rotational as the best performers were also those that were the worst performers month-to-date through Friday.
- After seasonal adjustment February saw the third-largest increase in ex petroleum import prices since monthly data begins at the end of the 1980s.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 24, 2026
Log-in here if you’re a member with access to the Closer.
- Throughout the S&P 500’s history, a hypothetical strategy that goes to cash when the index falls below its 200-DMA has outperformed.
- Today’s 2-year note auction saw terrible demand; similar to other coupon sales so far in March.
- Regional Fed surveys showed that there may have been supply chain stress even before the war with Iran began.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 23, 2026
Log-in here if you’re a member with access to the Closer.
- While the VIX continues to trend higher, there are some other signs indicating that volatility may have peaked.
- Gold has seen a large rise in leverage over the last four weeks whereas the drop in corporate bonds leverage has been 3 standard deviation move.
- Data center spending climbed to 6.4% of private nonresidential construction spending in January.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
