This week’s Bespoke Report newsletter is now available for members.

The invasion of Ukraine has sparked market volatility beyond equity markets, with historic moves in European fixed income this week alongside the biggest advance in wheat prices on record. We discuss the implications of the commodity price shock for equity markets and the Federal Reserve, which remains the elephant in the room when it comes to the outlook for stocks and the economy. We also review global economic data, the monthly jobs numbers released this morning, implications for the dollar’s rally in stocks, and more in this week’s Bespoke Report.

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