Feb 6, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into the latest labor productivity numbers (page 1) followed by a rundown of the latest earnings that includes the results of Amazon (AMZN) and more (page 2). We close out with an update on the rally in AI stocks over the past six months (page 3).
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Feb 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of the latest refunding plans from the US Treasury in addition to a look at fair value of yields (page 1). We then provide an update on QT and Fedspeak (page 2) followed by a rundown of the latest service PMI data (page 3). After running through tonight’s earnings reports (page 4), we finish 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 4, 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 into the massive recovery in cruise stocks (page 1). We then look at the latest job openings data through Indeed (page 2) and JOLTS data sets (page 3). Next, we review the latest Fedspeak and earnings (page 4) before switching over to a look at housing inventories (pages 5 and 6) and delinquency 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 3, 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 S&P 500’s impressive intraday reversal and country ETF performance (page 1). We then look at the latest construction spending data (page 2) and the snapped streak of contractionary readings for the ISM manufacturing index (page 3). We finish with a weekly rundown of positioning data (pages 4 – 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 30, 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 into the whipsaw in stocks after tariff news (page 1) followed by a dive into the first estimate of Q4 National Income and Product Accounts (pages 1-3). We finish with a recap of the latest earnings including the results from Apple (AAPL) and Intel (INTC).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Jan 29, 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 recap of the latest news in central banking including today’s FOMC decision (page 1) in addition to how the market reacted (page 2). Next, we dive into the details of key earnings reports from MSFT, META, IBM, and TSLA (pages 3 and 4). (pages 3 and 4). We close out with a look at the most recent update to petroleum stockpiles (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
