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“Been dazed and confused for so long, it’s not true…Lotsa people talkin’, few of them know…Don’t know where you’re going, only know just where you’ve been…” – Dazed and Confused, Led Zeppelin

We can’t think of many songs that better encapsulate 2022, but if you can, let us know.  Confusing has been an understatement as investors are faced with a barrage of back-and-forth moves and policy decisions that would make most fair-minded people scratch their heads.  Despite the cross-currents, we hear a lot of confidence from both sides about what will go down in the second half, but even in normal times, let alone one of the trickiest economic backdrops any of us have ever experienced, few of them know.

There’s a lot to cover in this week’s Bespoke Report, including the horrible first half and what it might mean for the second half, the state of the economy and inflation, a preview of earnings season and the midterm elections, a look at consumer sentiment, and much more.  To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to one of our three membership levels.