Feb 27, 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 enormous number of mentions on tariffs on conference calls and what that means for uncertainty (page 1). We then review the latest GDP data (page 2) and earnings reports released after the bell (page 3). Next, we review the sharp drop in AI names (page 4) followed by an update of our KISS basket (page 5).
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Feb 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with some commentary regarding another round of tariff headlines (page 1) followed by an update on the latest earnings including results from NVIDIA (NVDA) in addition to multiple other big names (page 2). Then then discuss the latest investments from gas companies (pages 3 and 4). We finish be looking at new home sales (page 5), the 7-year note auction (page 6), and the latest EIA data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover a large range of topics including the Nasdaq’s rapid pullback (page 1) and its historic parallels (page 2). We also check in on the relative performance of Consumer Discretionary and Consumer Staples stocks (pages 2 and 3) in addition to the confirmations from other assets (page 4). Switching over to economic data, we review growth outlook concerns on account of the latest consumer confidence data (page 5). We then dip into the cratering of crypto prices (page 6) and Case-Shiller home prices (page 7). We finish with a review of the 5-year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 24, 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 surge in mentions of tariffs (page 1) and price indices across recent regional Fed reports (page 2). We then take a deep time into data on US distributions of economic activity (pages 3 – 5). We then look at Treasury auctions (page 6) and finish with our weekly recap of positioning data (pages 7-10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 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 at what drives moves in the dollar (page 1) followed by a look at some discrepancies in the latest jobless claims and Philly Fed data (page 2). We then show some of the mean reversion that has taken place in the past couple of sessions (page 3). Next, we review today’s 30-year TIPS auction (page 4) before closing out with a recap of the latest EIA 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!
Feb 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with commentary regarding today’s Fed Minutes (page 1). Next, we dive into fixed income markets including a look at mortgage rates and a deeper dive into the topic of privatization of GSEs (pages 2 and 3). We then review the latest earnings and residential construction figures (page 4) before providing an updated look at a basket of international mega-cap stocks (page 5). We finish with a rundown of today’s 20-year bond auction(page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
