To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week, we are sending out our Global Macro Quarterly deck instead of our traditional Bespoke Report. This report is filled with dozens of charts reviewing the current state of the global economy and where it’s headed next. We review major central bank policy outlooks, global equity market earnings growth and valuations, the outlook for China and Europe, and go into detail on the US economy including a strong consumer backdrop, scenarios for the Federal Reserve, and the possibility of a reacceleration for labor markets. We also discuss tariffs, labor supply, and other policy-adjacent subjects. Give it a read!