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 recent data and outlook for housing markets and homebuilders. We review affordability, construction data, activity in the existing and new home markets, data and drivers for homebuilder stocks, and finally a review of the impact COVID has had on mortgage delinquencies.
To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!