To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. Liquidity, liquidity everywhere, but not a bid to hit. This week we talk through the phenomenon of volatility everywhere which refuses to spill into a broader cross-asset selloff. It was a wild week for crypto, commodities, and software companies and we discuss all three as well as the rotation from growth to value, performance of thematic baskets, a comprehensive review of major earnings reports this week, an update on the performance of earnings season so far, notable economic data this week, and much more.