Apr 15, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary regarding the comedown in volatility including a general overview of where markets are (page 1). We then dive into import prices and the latest earnings (page 2) followed by an update on the Empire Manufacturing data released today (page 3). We then finish with a look at the performance of AI stocks (page 4) and where that leaves their valuations (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 14, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with the earnings results of luxury goods brands (page 1) followed by a discussion surrounding the rates environment (pages 2 and 3). We also check in on volatility and auto stocks (page 3) before running through the latest NY Fed day (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!
Apr 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take another look over the enormous swings in the market that has included record options volumes (page 1), clearing out of leveraged ETFs (page 2), the explosion of equity turnover and outflows from illiquid credit and their ETFs (pages 3 and 4), and surge in real yields (page 5). We then finish with a review of today’s solid long bond reopening (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 9, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a wild session, we start by reviewing the latest tariff news (page 1) in addition to the reaction across assets (page 2 and 3). Focusing in on equities, we also show just how strong breadth was (page 4) and the incredible turnaround in momentum (page 5). After a review of the latest Fed developments (page 6), we finish by reviewing today’s very strong 10-year note reopening (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Apr 8, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a note on the sell off in bonds and commodities (page 1) and then a look at the intraday reversal in equities (pages 2 and 3). We then dive into the selloff in the Chinese Yuan (page 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!
Apr 7, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary regarding the immense volatility in today’s session and the catalysts that drove those swings (page 1). We then dive into the just how few stocks are trading above their 200-DMAs (page 2) in addition to decile breakdowns of other factors (page 3). We then close out with a look at the dollar and credit (page 4) and the latest mortgage delinquency 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!
