Apr 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with some earnings findings of notable tech names (pages 1 and 2) followed by commentary regarding the latest headlines about the executive branch (page 3). We then dive into the latest housing data (page 4) and Business Trends and Outlook Survey findings (pages 5 – 7).
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Apr 23, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a rundown of the latest earnings reports (page 1), we review today’s price action through a decile analysis (page 2). We then review the latest flash PMIs (page 3) and take a quantified look at the Beige Book (pages 4 and 5). We then close out the report with a look into new home sales (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 22, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with an earnings rundown including results from Tesla (TSLA) (page 1). We then update our 5 Fed Manufacturing Composite (page 2) in addition to a closer look at the Philly Fed’s Services component (page 3) and the service readings for Richmond too (page 4). Next, we discuss the theme of the dollar’s reserve currency status (page 5) before closing out with an update on Bitcoin (pages 6 and 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 21, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an overview of the brutal performance of 60/40 portfolios (page 1) followed by some commentary regarding the pros and cons of gold (page 2). We then take a look at how it’s been the worst start to a Presidential administration on record with regards to stock performance (page 3) and also show the performance so far of a number of other assets (pages 4-6). We close out with an update on positioning data (pages 6 and 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 17, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with further commentary regarding the increasingly contentious relationship between President Trump and Fed Chair Powell (page 1). We then provide an update of our Five Fed Manufacturing Composite (pages 2 and 3). After a recap of the latest earnings reports (page 4), we close with a look into how the latest sell off has impacted the United States’ share of global market cap (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 16, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an evaluation of Fed Chair Powell’s comments today (page 1) followed by a look into the high correlation between stocks (page 2). After that, we dive into the latest earnings (page 3) followed by the Bank of Canada rate decision and TICS data (page 4). We close out with reviews of today’s NY Fed services data (page 5) and the latest update to industrial production (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
