To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week, we are sending out our Global Macro Update deck instead of our traditional Bespoke Report. This report is filled with dozens of charts reviewing the current state of the global economy and where it’s headed next. Our two biggest areas of focus are the AI boom and the war in Iran. We discuss a range of trade ideas based on those two themes as well as the outlook for the global economy writ large and the Federal Reserve going forward. Give it a read!