Feb 3, 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 S&P 500’s impressive intraday reversal and country ETF performance (page 1). We then look at the latest construction spending data (page 2) and the snapped streak of contractionary readings for the ISM manufacturing index (page 3). We finish with a weekly rundown of positioning data (pages 4 – 7).
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Jan 30, 2025
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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 whipsaw in stocks after tariff news (page 1) followed by a dive into the first estimate of Q4 National Income and Product Accounts (pages 1-3). We finish with a recap of the latest earnings including the results from Apple (AAPL) and Intel (INTC).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of the latest news in central banking including today’s FOMC decision (page 1) in addition to how the market reacted (page 2). Next, we dive into the details of key earnings reports from MSFT, META, IBM, and TSLA (pages 3 and 4). (pages 3 and 4). We close out with a look at the most recent update to 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!
Jan 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 commentary regarding the Office of Management and Budget’s memo (page 1) followed by a dive into the latest earnings reports (pages 2 and 3). We also review the latest Consumer Confidence data (page 4) before closing out with a look at another strong 7-year note auction (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the situation with Colombia and the latest earnings (page 1). We also start out with a look at some stocks impacted by the AI hit (page 2) in addition to new home sales data (page 3). We then review the historic divergences in breadth and price in addition to the Tech and Consumer Staples sectors (page 4). We then pivot over to the record single day decline in our AI baskets (page 5) and put a bow on the topic on the following page (page 6). We finish by reviewing today’s Treasury auctions (page 7). We then finish with a recap of the latest positioning data (pages 8 – 11).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 23, 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 recap of Trump’s comments in Davos (page 1) followed by a dive into home construction costs (page 2). We then check in on credit card portfolio performance (page 3). We then recap today’s 10-year TIPS auction (page 4) and finish with a rundown of the latest EIA data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
