The Bespoke Report – 9/12/25 – Objects In Motion

Sep 12, 2025

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 review the ongoing enthusiasm across asset markets including a bullish signal delivered by the equity market this week, tight spreads, falling long-term rates, and strong price action in a range of global equity markets. We also got a lot of interesting data this week with implications for labor markets, inflation, and the overall health of the economy. From AI to option-adjusted spreads, this week’s Bespoke Report will get you caught up on markets and economic data for the week. Give it a read!

The Bespoke Report – 8/22/25 – Cut Confirmed

Aug 22, 2025

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, Fed Chair Powell signaled a cut is almost a given at the next FOMC meeting. His embrace of dovish arguments on both the labor markets and inflation drove a massive rally in stocks to end the week, both in the US and Europe. Other markets are also performing well with investment grade corporate bonds trading at a record low risk premium this week. We also discuss earnings, AI stocks, custom baskets of stocks that tease out market narratives, and more in this week’s report. Give it a read!