Mar 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start report with a rundown on the latest Fedspeak (page 1) followed by a chart review of the Magnificent Seven and a handful of other stocks (page 2). We then look at the relationship between oil, rates, and the dollar (page 3). Next, we pivot over to the Dallas Fed’s Energy Survey (pages 4 and 5) in addition to the latest manufacturing data (page 6). We close out with a review of trade policy impacts on the Duke CFO survey (page 7 and 8).
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Mar 25, 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 massive whipsaw in quant factors (page 1). We then check in on stocks impacted by MAHA (page 2) and the crowning of a new market cap king in Europe (page 3). After an update on the latest Treasury allotment data (page 4), we review the crude term premium (page 5) and latest housing data (pages 6 and 7). We round out tonight’s report with an update of regional Fed manufacturing data (pages 8 – 10).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at today’s readings on the CFNAI and flash PMIs (page 1). We then do a checkup on the S&P 500 and Nasdaq’s technicals (page 2 and 3) before diving into the notable losing streaks in the semiconductors and various S&P members (pages 4 and 5). We finish with some big moves in positioning data (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 20, 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 into the latest housing data in addition to how affordability has shaped up (pages 1 and 2). We then dive into the latest update of our Five Fed Manufacturing Composite (page 3). After a review of tonight’s earnings report (page 4), we take a look at some dividend stocks (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 19, 2025
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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 the changes to the SEP and other news out of the FOMC meeting (pages 1 and 2). We then look at the Dow Transport’s death cross (page 3) before closing out with a look at the latest TIC flows and gold reserves (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 18, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the bear market sized drawdown in Amazon (AMZN) and what that means for the broader market and economy (page 1). We then review today’s inflation print North of the border (page 2) followed by a review of the latest industrial production data (page 3) and the stocks that have been most sensitive to that release (page 4). We then close out with a review of the New York Fed services 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!
