Mar 10, 2026
Log-in here if you’re a member with access to the Closer.
- Amazon (AMZN) is the latest IG borrower to tap the bond market for capital for data centers, and today’s tranche ranked as the fourth-largest IG bond sale ever..
- Business development companies have gotten crushed over the past year resulting in some high yields and extreme valuations.
- Falling mortgage rates, little changing home prices, and and steady wage growth have benefitted housing affordability.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 9, 2026
Log-in here if you’re a member with access to the Closer.
- Markets continue to try to make sense of the Iran situation, making for a historic reversal today for crude prices.
- High volatility has showed that it works both ways with both crude and equities rebounding from sizable losses.
- Preliminary EPA estimates showed that nearly a third of consumer vehicles sold were EVs, hybrids, or fuel cell last year.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 5, 2026
Log-in here if you’re a member with access to the Closer.
- Front month crude oil is setting up for a golden cross; a technical pattern that has historically played out to be less bullish than its reputation implies.
- The closure of Hormuz has resulted in extreme upside skew in options markets for crude oil.
- Labor productivity received material upward revisions for the past six quarters.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 4, 2026
Log-in here if you’re a member with access to the Closer.
- Korean stocks have fallen close to 20% in the past three days; one of the largest declines on record.
- The Beige Book has seen a drop off in the number of mentions of tariffs, uncertainty, and layoffs.
- The situation in Iran has sent diesel prices exploding higher when trucking per mile prices are already rising rapidly.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 3, 2026
Log-in here if you’re a member with access to the Closer.
- US equity leverage is currently modest at 0.8x, but bond markets are showing elevated leverage levels.
- Volatility is rising across assets with crude oil being the most pronounced example as the oil VIX is now at the highest level since the onset of the Russia-Ukraine war.
- The Logistics Managers Index showed significant expansion in transportation prices.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 2, 2026
Log-in here if you’re a member with access to the Closer.
- Today’s morning selloff in stocks appeared to be severe at first, but equities managed to pivot into the green by the close.
- Energy stocks and prices caught a bid on the latest Iran news while US LNG exports continue to swell.
- ISM Manufacturing data indicated continued robust activity in the month of February.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
