Mar 17, 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 over the rebound out of oversold territory including a decile breakdown measuring the rotation (page 1) and some discussion of the biggest decliners (page 2). We then review the latest credit data from the New York Fed (pages 3 and 4) and close out with an update on credit card delinquencies (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 13, 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 significant drop in the number of stocks trading below long term trendlines (page 1) in addition to an update on the news out of Washington DC (page 2). Next, we dive into the pivot towards bearish sentiment (page 3) and what that could mean for forward returns (page 4). We finish with a review of the Nasdaq’s intraday volatility (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 12, 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 high yield fixed income (page 1) followed by a review of today’s CPI data (page 2). Next, we look over the charts of each sector (pages 3 – 5) in addition to a look into the latest rotation surrounding AI stocks (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 11, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at market technicals and breadth as the S&P gets closer to a 10% correction. We begin with a technical breakdown of the latest retracement in addition to the catalysts for the moves (pages 1 and 2). We also shown the rotation under the surface (page 3) and which stocks have contributed the most to the decline (page 4). We finish with an update on investor sentiment (page 5) and today’s JOLTS 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 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we recap the brutal day on wall street including the drop in retail risk and private equity names (page 1), how valuations have shaped up (page 2), the break below the 200-DMA (page 3), and the massive outperformance of equal weight indices versus market cap weighted versions (page 4). We also review the not-so-bad breadth in spite of today’s declines (page 5). We also take a deep dive into the latest New York Fed Survey of Consumer Expectations (page 6 – 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Mar 6, 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 S&P 500’s price action around the 200-DMA (page 1) followed by a dive into the Nasdaq entering correction (page 2). We then provide a decile analysis of Russell 1,000 stocks in today’s session (page 3) followed by a look at the S&P 500 being the most oversold of 22 country ETFs (page 4). Afterward, we provide some further insights from the Beige Book (page 5) and close out with a look into the latest layoff 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!
