Jan 15, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some commentary on the midterms (page 1) and the Health Care industry (page 2). Next up, we give an update of our Five Fed Manufacturing Composite (page 3) and check in on jobless claims (page 4). We then review the 52-week high in sentiment (page 5) before rounding out the report with a look at the resurgence of memory prices and related stocks (page 6).
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Jan 14, 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 review of the rapid rise of tin prices (pages 1 and 2). We then give a quantitative look at the Beige Book (page 3), and follow up with recaps of all other data of the day including the current account and retail sales (page 4), existing home sales (page 5), and PPI (page 6). We finish out with Brookings Institute estimates for immigration (page 7).
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Jan 13, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a rundown of the latest CPI release (pages 1 and 2) followed by a checkup on new home sales (page 3). Next up, we take a peak at the performance of the US dollar and Oracle (ORCL) (page 4) before finishing with a look at the surge in Consumer Staples stocks (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 12, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some further commentary surrounding Powell vs. the administration and a trade idea from this situation’s impacts on the yield curve (page 1). We then jump into the recent moves in housing related areas of the market (page 2) before finishing out with a dive into some superlatives that the moves in silver have earned (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 8, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take an in depth dive into the unusually strong mid-cycle strength of productivity (pages 1 – 3). We then checkup on the latest trade data (pages 3 and 4) before pivoting into claims data and some corporate headlines regarding consumer strength (page 5). After that, we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) before closing out with a rundown on some housing data from Realtor.com (pages 8 and 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 7, 2026
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start note with a discussion on a slug of new credit market issuance and administration interventions on defense and homebuilding stocks (page 1). Next up, we check in on a variety of stock baskets including those based on the themes of: consumer lenders, AI picks and shovels, managed care, trucking, durable goods, and consumer goods (pages 2 and 3). We then turn over to the latest macro data including the ISM Services release (page 4), JOLTS report (page 5), and petroleum stockpiles (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
