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

Equity markets turned in a more positive week as interest rates traders mulled the possibility of lower commodity prices bailing out a Fed that looks intent on committing a policy error. We discuss the Fed’s missteps, the widespread declines in a number of major commodity markets, the relationship between recessions and bear markets, the messages being sent by interest rates, why oil supply problems aren’t fixed even if prices have dropped, the implications of large declines like the last few weeks for forward returns, global equity market performance and trends, bad overseas economic data this week, slowing manufacturing surveys in the US and around the world, housing affordability, interest rate sensitive sectors of the stock market, and more in this week’s Bespoke Report.

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