The Closer – ECB, CPI, Memory & Mining – 12/18/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a recap of the ECB decision and other central bank happenings (page 1). Next, we review the latest CPI release (pages 2 and 3). We then switch over to the performance of memory stocks and bitcoin miners turned data center stocks (page 4).  We finish with looks at equity ownership (page 5) and the latest earnings reports (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – AI Narratives, Quick Crosses, CFOs – 12/17/25

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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 ripple effects from news over Oracle’s (ORCL) capex (page 1 and 2) followed by a review of the S&P 500’s technical picture, including the quick reversal from a 52-week high (page 3). We then finish with a dive into the latest CFO survey with an emphasis on the AI and employment related special questions (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!

The Closer – Odd Jobs, Retail Sales, Freight – 12/16/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a deep dive into the latest release of payrolls data (pages 1-4). We then pivot into the rest of today’s data releases including retail sales (page 4), ADP and New York Fed Service Indices (page 5), and Cass Freight Indices (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Cuts vs. Rates, Fedspeak, Energy Prices – 12/15/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight’s report with a dive into how markets have responded to rate cuts (pages 1 and 2). We then review the latest Fedspeak and corporate news (page 3) before finishing with a checkup on energy prices (page 4).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – Oracle Credit Spreads, Trade, Postings – 12/11/25

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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 surge in Oracle (ORCL) credit spreads in addition to an update on Fed appointments and some earnings recaps (page 1). We then pivot the latest jobless claims data (page 2) followed by trade balance figures (pages 3 and 4). We close out by recapping the latest job postings data from Indeed (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!

The Closer – FOMC, SEP, ECI – 12/10/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of the Fed day including the SEP update (page 1), the development of bill purchases (page 2), and market reactions (page 3).  We then provide an update on the Employment Cost Index and Oracle (ORCL) earnings (page 4) before closing out with a look into the latest sentiment 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!