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!
Apr 3, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after a brutal session on Wall Street, we begin with a rundown of performance across assets (page 1) including a look at the Russell 2,000 entering a bear market (page 2) and the historic daily decline in the US dollar (page 3). We then dive into the conflicting signals in the latest labor market data (pages 4 and 5) before finishing with an update on the housing market (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 2, 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 recap of “Liberation Day” (page 1) followed by a look into the Nasdaq’s intraday strength (page 2). We then review the latest vehicle sales data (page 3) including a brand by brand breakdown and auto stock performance (page 4). We then look at the latest employment data (page 5) and petroleum stockpile readings (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 1, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the performance of stocks with the greatest and least international revenue exposure and their response to tariff headlines (pages 1 and 2). We then pivot over to a look at credit activity (page 3) followed be a review of the latest economic data including construction spending (page 4), PMIs (page 5), LMI (page 6 and 7), JOLTS (page 8), and finally Indeed job postings (page 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 31, 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 at the intraday performance of equities (page 1) followed by an update on the performance of the 60/40 portfolio (page 2). We then provide a rundown of asset performance in Q1 (page 3) including the historic disconnect between gold, international stocks, and the S&P 500 (page 4). We also provide a decile analysis of the quarter (page 5). We cap off with a final update of our Five Fed Manufacturing composite for March (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!
Mar 27, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with some commentary regarding the North American tariff situation (page 1). We then look at the latest update of GDP data (page 2). Next, we look at the tariffs ramifications for used cars (page 3) and the advanced trade balance (page 4). We finish with a look at the historic spread between QTD performance of the US versus the rest of the world (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
