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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into the Fed’s balance sheet (page 1). Next, we check up on jobless claims and the moves in volatility (page 2). We then review performance of stocks based on the estimated tariff rate they face (page 3) and close out with a look into Industrials huge outperformance in 2025 (page 4).

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