Policy stimulus continues to run at full tilt, and has carved off some of the worst possible forward outcomes for the economy and markets. Meanwhile, interest rates have been falling after a meteoric rise in Q1, while the bull market in commodities continues to run. Manufacturing activity gauges are roaring and retail sales are soaring. What does all of this mean for investors looking ahead to the rest of the year given the already-impressive move higher for stocks in 2021?

We discuss in detail along with an earnings round-up, review of recent economic data, a look at housing, and more in this week’s Bespoke Report.

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