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 Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, 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 “Housing” section of the 2021 Bespoke Report, focusing on the wild ride taken by credit markets over the course of 2020 and the outlook for 2021. We review the long-term history of corporate debt yields and spreads to benchmark interest rates, as well as looking at what the current backdrop implies for equity markets. We finish with a preview of what might become the biggest focus for credit markets in 2021.
To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!