Mar 5, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin on the topic of fixed income with the historic drop in US yields relative to Europe (page 1). We then review the latest ISM services data (page 2) followed by a dive into a quantitative look at the Beige Book (page 3). We then check in on intraday volatility (page 3) before finishing with a look at the shift in how stocks are trading relative to their 200-DMAs (pages 4 and 5).
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Mar 4, 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 the dramatic changes to German fiscal policy (pages 1 and 2). We then check in on the Ag Economy Barometer and tariff news out after the bell (page 3). Next, we review the price action in bank stocks (page 4) and Consumer Discretionary and Staples names (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 3, 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 update on the tariff front (page 1) followed by a check up on stock and bond correlation (page 2). Next, we review the latest PMI data in the forms of S&P Global (page 3) and the ISM figures (page 4). We also show what this implies for GDP tracking (page 5). Next, we dive into the latest housing data regarding mortgage debt (page 6) and inventories (pages 7 and 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 27, 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 enormous number of mentions on tariffs on conference calls and what that means for uncertainty (page 1). We then review the latest GDP data (page 2) and earnings reports released after the bell (page 3). Next, we review the sharp drop in AI names (page 4) followed by an update of our KISS basket (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with some commentary regarding another round of tariff headlines (page 1) followed by an update on the latest earnings including results from NVIDIA (NVDA) in addition to multiple other big names (page 2). Then then discuss the latest investments from gas companies (pages 3 and 4). We finish be looking at new home sales (page 5), the 7-year note auction (page 6), and the latest EIA data (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Feb 25, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we cover a large range of topics including the Nasdaq’s rapid pullback (page 1) and its historic parallels (page 2). We also check in on the relative performance of Consumer Discretionary and Consumer Staples stocks (pages 2 and 3) in addition to the confirmations from other assets (page 4). Switching over to economic data, we review growth outlook concerns on account of the latest consumer confidence data (page 5). We then dip into the cratering of crypto prices (page 6) and Case-Shiller home prices (page 7). We finish with a review of the 5-year note auction (page 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
