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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 what performance has looked like when the S&P 500 and Nasdaq 100 hit all time highs without the Russell 2,000 (page 1). We then provide an update on AI stocks and the breakout of our AI basket (page 2). Turning to macro data, we then dive into the latest PPI data (page 3) and the some nuanced details of the latest jobless claims data (pages 4 and 5). We finish with a recap of the long bond reopening (page 6).
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