Our 2021 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.
The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Commodities” section of the 2021 Bespoke Report, which discusses the performance of the broad commodities markets in 2021. We review the performance of specific commodities this year, as well as very long-term price trends and charts. We finish up with looks at the energy trade balance as well as the surging share of renewable energy production in the US.
To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!