Mar 20, 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 look into the latest housing data in addition to how affordability has shaped up (pages 1 and 2). We then dive into the latest update of our Five Fed Manufacturing Composite (page 3). After a review of tonight’s earnings report (page 4), we take a look at some dividend stocks (page 5).
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Mar 19, 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 at the changes to the SEP and other news out of the FOMC meeting (pages 1 and 2). We then look at the Dow Transport’s death cross (page 3) before closing out with a look at the latest TIC flows and gold reserves (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 18, 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 bear market sized drawdown in Amazon (AMZN) and what that means for the broader market and economy (page 1). We then review today’s inflation print North of the border (page 2) followed by a review of the latest industrial production data (page 3) and the stocks that have been most sensitive to that release (page 4). We then close out with a review of the New York Fed services 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!
Mar 17, 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 over the rebound out of oversold territory including a decile breakdown measuring the rotation (page 1) and some discussion of the biggest decliners (page 2). We then review the latest credit data from the New York Fed (pages 3 and 4) and close out with an update on credit card delinquencies (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 13, 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 look at the significant drop in the number of stocks trading below long term trendlines (page 1) in addition to an update on the news out of Washington DC (page 2). Next, we dive into the pivot towards bearish sentiment (page 3) and what that could mean for forward returns (page 4). We finish with a review of the Nasdaq’s intraday volatility (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 12, 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 high yield fixed income (page 1) followed by a review of today’s CPI data (page 2). Next, we look over the charts of each sector (pages 3 – 5) in addition to a look into the latest rotation surrounding AI stocks (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!
