Jan 6, 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 dive into the parabolic moves in metal prices (pages 1 and 2). We also give some commentary on the latest Congressional news followed by a look into auto sales data (page 3). After a look at the latest Logistics Managers Index (page 4), we close out with a review of some of the latest investor sentiment gauges (page 5).

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Jan 5, 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 ISM data (page 1) followed by a checkup on crude term structure following the happenings in Venezuela this weekend (page 2). We also checkup on emerging market FX (page 3) and the surge in Energy sector stocks (page 4). We finish out with an updated look at the Commitments of Traders report (pages 5 and 6).

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Dec 30, 2025
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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 fixed income markets in 2025 (pages 1 – 4). We then show the lack of volatility in today’s session (page 5) before closing out with an update on home prices and the Dallas Fed’s service activity data (page 6).

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Dec 29, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after last week’s recap of commodities in 2025, we give a review of currency markets (pages 1 – 3). We also check up on our Five Fed Manufacturing Composite (page 4).

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Dec 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with an in depth look at the latest GDP figures including a dive into AI impacts on the number (pages 1-2) in addition to an update on some of the latest employment metrics according to ADP (page 3). We then turn over to an update to our Five Fed Manufacturing Composite (page 4) before closing out with a rundown of the latest durable goods figures (page 5).

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Dec 22, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, as the year winds down to a close, we provide a recap of commodity performance in 2025 including looks at broad commodity indices (page 1), the dispersion between various commodities (page 2), and finally, energy, precious metal, and cattle prices (page 3). We round out tonight’s note with an update on Treasury allotment data (page 4).

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