The Bespoke Report – 4/11/25 – “Volatility Uber Alles”
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. It was another week of dizzying swings in the equity market, but movements in other asset classes got our attention even more. We dive into all the wild moves and give you a framework for looking past the noise of huge intraday swings to focus on what matters.
Chart of the Day: EV OEMs
This content is for members onlyThe Bespoke Report – 3/21/25 – Global Macro Update
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report, we offer a top-down look at the three huge trends driving global markets and economies as the first quarter of 2025 comes to a close. We review developments and trends across the three major global economies as well as drivers of recent shifts across assets, and what the developments of the last couple of months imply for the future. Don’t miss it!