Jan 28, 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 quick recap of today’s FOMC meeting (page 1) followed by a review of the big earnings slate (pages 1 – 3). We then close out with some notes on Brazilian financing (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 27, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of some of the latest earnings and the pain in managed care stocks (page 1). We then review the new low and bad day for the dollar (page 2) including a look at performance when it hits a 52-week long alongside a 52-week high in US equities (page 3). We then round out tonight’s note with an update on Case-Shiller home prices, consumer confidence, and regional Fed manufacturing gauges (page 4).
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Jan 26, 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 at the S&P 500’s technical outlook in addition to some commentary regarding Medicare and private credit (page 1). We then pivot into the latest earnings (page 2) followed by an update of our Five Fed Manufacturing Composite (page 3). We also review durable goods data (page 4) before closing out with a rundown of the latest moves in 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!
Jan 22, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a review of the latest inflation data (page 1) in addition to an update on personal income, spending, and saving (page 2). Next up, we check in on jobless claims and the latest major earnings reports (page 3). We then finish with a review of winter storm impacts on natural gas inventories and prices (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 21, 2026
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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 Fed and the Supreme Court in addition to the latest concerning Greenland (page 1). Next up, we show the massive divergence between AI Infrastructure and Implementation stocks (page 2). We then review the latest earnings (page 3) before closing out with a recap of today’s construction spending and pending home sales data (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 20, 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 discussion of US financial asset purchase by the rest of the world in addition to a checkup on major index technicals (page 1). We then provide a decile breakdown of today’s declines (page 2) before finishing with a rundown of the latest Philly Fed numbers (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
