To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. In this week’s report, we review the start of earnings season in the US as elections start to become a real focus rather than background noise. We also discuss weakness in Germany, strength in US labor markets (despite a shock from hurricane Helene in data this week), a breakout for AI stocks, strong GDP growth, this week’s inflation data, and much more.